WealthPlan Investment Management’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
2023 Q3	–	Sell	-67	Closed	-$2.28K	–	223
2023 Q2	$2.28K	Hold	67	–	–	﹤0.01%	317
2023 Q1	$2.38K	Buy	+67	New	+$2.38K	﹤0.01%	389
2022 Q1	$412K	Buy	+11,268	New	+$412K	0.03%	275