FIRST TR MORNINGSTAR DIVID L

Ticker: FDL CUSIP: 336917109 Class: SHS

Swisher Financial Concepts, Inc.'s Holding History (CIK: 0001947503)

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

Q4 2025
Shares 5,533 Value ($000) $245 Avg Close — Range —
Q3 2025
Shares 5,533 Value ($000) $240 Avg Close — Range —
Q2 2025
Shares 6,763 Value ($000) $283 Avg Close — Range —
Q1 2025
Shares 6,933 Value ($000) $301 Avg Close — Range —
Q3 2024
Shares 8,316 Value ($000) $0 Avg Close — Range —
Q2 2024
Shares 8,400 Value ($000) $0 Avg Close — Range —
Q1 2024
Shares 8,403 Value ($000) $0 Avg Close — Range —
Q4 2023
Shares 9,123 Value ($000) $0 Avg Close — Range —