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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
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$295K Buy
7,054
+29
+0.4% +$1.21K 0.22% 51
2025
Q1 		$305K Buy
7,025
+14
+0.2% +$608 0.29% 44
2024
Q4 		$282K Buy
+7,011
New +$282K 0.49% 47