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Turning Point Benefit Group’s First Trust Morningstar Dividend Leaders Index Fund FDL Stock Holding History

Turning Point Benefit Group’s Portfolio FDL Stock Details FDL Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$899K Buy
21,474
+6,487
+43% +$272K 0.68% 28
2025
Q1 		$584K Buy
14,987
+6,390
+74% +$249K 0.55% 26
2024
Q4 		$344K Buy
+8,597
New +$344K 0.33% 43