FIRST TR MORNINGSTAR DIVID L

Ticker: FDL CUSIP: 336917109 Class: SHS

LWM Advisory Services, LLC's Holding History (CIK: 0001697716)

Note: Option positions (PUT/CALL) are excluded.

Q2 2025
Shares 29,483 Value ($000) $1,234 Avg Close — Range —
Q1 2025
Shares 54,945 Value ($000) $2,387 Avg Close — Range —
Q2 2023
Shares 22,748 Value ($000) $774 Avg Close — Range —
Q1 2023
Shares 20,825 Value ($000) $739 Avg Close — Range —
Q4 2022
Shares 135,851 Value ($000) $4,967 Avg Close — Range —