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 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	0.48%	82
2025 Q1	$305K	Buy	7,025 +14	+0.2%	+$592	0.54%	65
2024 Q4	$282K	Buy	+7,011	New	+$294K	0.49%	47

Other funds holding FDL

Southland Equity Partners Wildwood, Missouri $571M AUM 22.77% 1-Year Est. Return

Hobart Private Capital Charlotte, North Carolina $583M AUM 21.67% 1-Year Est. Return

Next Level Private Harrison, New York $511M AUM 30.94% 1-Year Est. Return

Key Client Fiduciary Advisors Fairfield, New Jersey $343M AUM 35.3% 1-Year Est. Return

JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return

Investors Research Corp Atlanta, Georgia $559M AUM 21.55% 1-Year Est. Return

Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

Genesis Private Wealth Ashburn, Virginia $356M AUM 17.87% 1-Year Est. Return

Wisconsin Wealth Advisors Sun Prairie, Wisconsin $117M AUM 31.58% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return