Waterloo Capital’s First Trust Morningstar Dividend Leaders Index Fund FDL Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-8,918	Closed	-$343K	–	356
2024 Q1	$343K	Buy	8,918 +1,379	+18%	+$53.1K	0.04%	269
2023 Q4	$270K	Buy	+7,539	New	+$270K	0.04%	313