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JFS WEALTH ADVISORS, LLC
> FDL
| Date | Name | Ticker | Shares | Change | Value | Change | Price |
| 06/30/2023 | FIRST TR MORNINGSTAR DIV LEA | FDL | 166,459 | -25,195 | 5,661,287,000 | 5,655,129,000 | $34,010.10 |
| 09/30/2022 | FIRST TR MORNINGSTAR DIV LEA | FDL | 191,654 | -3,140 | 6,158,000 | -703,000 | $32.13 |
| 06/30/2022 | FIRST TR MORNINGSTAR DIV LEA | FDL | 194,794 | -933 | 6,861,000 | -467,000 | $35.22 |
| 03/31/2022 | FIRST TR MORNINGSTAR DIV LEA | FDL | 195,727 | -14,876 | 7,328,000 | -161,000 | $37.44 |
| 12/31/2021 | FIRST TR MORNINGSTAR DIV LEA | FDL | 210,603 | -43,669 | 7,489,000 | -948,000 | $35.56 |
| 06/30/2021 | FIRST TR MORNINGSTAR DIV LEA | FDL | 254,272 | -73,159 | 8,437,000 | -1,252,000 | $33.18 |
| 12/31/2020 | FIRST TR MORNINGSTAR DIV LEA | FDL | 327,431 | -12,291 | 9,689,000 | 836,000 | $29.59 |
| 09/30/2020 | FIRST TR MORNINGSTAR DIV LEA | FDL | 339,722 | -22,379 | 8,853,000 | -330,000 | $26.06 |
| 06/30/2020 | FIRST TR MORNINGSTAR DIV LEA | FDL | 362,101 | -42,879 | 9,183,000 | 140,000 | $25.36 |
| 03/31/2020 | FIRST TR MORNINGSTAR DIV LEA | FDL | 404,980 | 6,835 | 9,043,000 | -3,929,000 | $22.33 |
| 12/31/2019 | FIRST TR MORNINGSTAR DIV LEA | FDL | 398,145 | -35,410 | 12,972,000 | -486,000 | $32.58 |
| 09/30/2019 | FIRST TR MORNINGSTAR DIV LEA | FDL | 433,555 | -1,380 | 13,458,000 | 132,000 | $31.04 |
| 06/30/2019 | FIRST TR MORNINGSTAR DIV LEA | FDL | 434,935 | -4,831 | 13,326,000 | 63,000 | $30.64 |
| 03/31/2019 | FIRST TR MORNINGSTAR DIV LEA | FDL | 439,766 | 11,219 | 13,263,000 | 1,589,000 | $30.16 |
| 12/31/2018 | FIRST TR MORNINGSTAR DIV LEA | FDL | 428,547 | 8,614 | 11,674,000 | -844,000 | $27.24 |
| 09/30/2018 | FIRST TR MORNINGSTAR DIV LEA | FDL | 419,933 | -6,331 | 12,518,000 | 331,000 | $29.81 |
| 06/30/2018 | FIRST TR MORNINGSTAR DIV LEA | FDL | 426,264 | 190 | 12,187,000 | 159,000 | $28.59 |
| 03/31/2018 | FIRST TR MORNINGSTAR DIV LEA | FDL | 426,074 | -6,036 | 12,028,000 | -974,000 | $28.23 |
| 12/31/2017 | FIRST TR MORNINGSTAR DIV LEA | FDL | 432,110 | 8,968 | 13,002,000 | 722,000 | $30.09 |
| 09/30/2017 | FIRST TR MORNINGSTAR DIV LEA | FDL | 423,142 | 41,622 | 12,280,000 | 1,548,000 | $29.02 |
| 06/30/2017 | FIRST TR MORNINGSTAR DIV LEA | FDL | 381,520 | 381,520 | 10,732,000 | 10,732,000 | $28.13 |
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