FIRST TR MORNINGSTAR DIVID L

Ticker: FDL CUSIP: 336917109 Class: SHS

Goldstone Financial Group, LLC's Holding History (CIK: 0002040021)

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

Q4 2025
Shares 303,454 Value ($000) $13,455 Avg Close — Range —
Q3 2025
Shares 284,904 Value ($000) $12,368 Avg Close — Range —
Q2 2025
Shares 221,279 Value ($000) $9,559 Avg Close — Range —
Q1 2025
Shares 164,988 Value ($000) $7,167 Avg Close — Range —