Twin Peaks Wealth Advisors’s First Trust Morningstar Dividend Leaders Index Fund FDL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$498K Buy
2025
Q2
$488K Sell
2025
Q1
$457K Buy
2024
Q4
$361K Buy
2024
Q3
$332K Buy
2024
Q2
$270K Buy
2024
Q1
$269K Buy