WhitTier Trust Company’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
2025 Q2	$41.9K	Hold	1,000	–	–	﹤0.01%	828
2025 Q1	$43.4K	Hold	1,000	–	–	﹤0.01%	809
2024 Q4	$40.3K	Hold	1,000	–	–	﹤0.01%	797
2024 Q3	$42K	Hold	1,000	–	–	﹤0.01%	788
2024 Q2	$37.9K	Buy	+1,000	New	+$37.9K	﹤0.01%	762