Wise Wealth Partners’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
$221K Hold
5,267
0.37% 50
2025
Q1
$229K Hold
5,267
0.55% 46
2024
Q4
$212K Buy
+5,267
New +$212K 0.52% 45