Puff Wealth Management’s First Trust Morningstar Dividend Leaders Index Fund FDL Stock Holding History

Puff Wealth Management’s Portfolio FDL Stock Details FDL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$232K	Sell	4,718 -679	-13%	-$35K	0.22%	75
2026 Q2	$263K	Buy	+5,397	New	+$269K	0.27%	70
2025 Q4	$307K	Sell	6,852 -172	-2%	-$7.49K	0.4%	56
2025 Q3	$305K	Sell	7,024 -30	-0.4%	-$1.3K	0.46%	50
2025 Q2	$295K	Buy	7,054 +29	+0.4%	+$1.2K	0.22%	82
2025 Q1	$305K	Buy	7,025 +14	+0.2%	+$592	0.29%	65
2024 Q4	$282K	Buy	+7,011	New	+$294K	0.49%	47

Other funds holding FDL

IRC

Investors Research Corp Atlanta, Georgia $569M AUM 15.41% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

WWA

Wisconsin Wealth Advisors Sun Prairie, Wisconsin $119M AUM 24.32% 1-Year Est. Return

AWE

Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return

VAG

VisionPoint Advisory Group Dallas, Texas $636M AUM 21.4% 1-Year Est. Return

FHC

First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return

RBWA

RFG - Bristol Wealth Advisors Taunton, Massachusetts $420M AUM 17.18% 1-Year Est. Return

Crumly & Associates Springfield, Illinois $563M AUM 13.12% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

WCG

Weaver Consulting Group Huntington Beach, California $514M AUM 11.69% 1-Year Est. Return

Puff Wealth Management's FDL Position: Q3 2026 in Review

Puff Wealth Management reduced its First Trust Morningstar Dividend Leaders Index Fund (FDL) stake by 13% in Q3 2026, selling an estimated $35K and leaving 4,718 shares worth $232K. The position accounts for 0.22% of the portfolio, ranked #75.

Puff Wealth Management first reported a position in FDL in Q4 2024 and has held it in 7 quarters since. The position peaked at $307K in Q4 2025. 20 funds tracked by Wall St. Rank hold FDL as of Q3 2026.

Puff Wealth Management held 4,718 shares of First Trust Morningstar Dividend Leaders Index Fund worth $232K as of Q3 2026.
Puff Wealth Management sold 679 First Trust Morningstar Dividend Leaders Index Fund shares in Q3 2026, an estimated $35K.
First Trust Morningstar Dividend Leaders Index Fund made up 0.22% of Puff Wealth Management's portfolio in Q3 2026, its #75 holding.
Puff Wealth Management first reported a position in First Trust Morningstar Dividend Leaders Index Fund in Q4 2024 and has held it in 7 quarters since.
Puff Wealth Management's First Trust Morningstar Dividend Leaders Index Fund position peaked at $307K in Q4 2025.
20 funds tracked by Wall St. Rank held First Trust Morningstar Dividend Leaders Index Fund as of Q3 2026.

Based on Puff Wealth Management's 13F filing for Q3 2026, filed 7 Oct 2026.