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	0.22%	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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Puff Wealth Management's FDL Position: Q2 2026 in Review

Puff Wealth Management opened a new position in First Trust Morningstar Dividend Leaders Index Fund (FDL) in Q2 2026: 5,397 shares worth $263K. The stake represents 0.27% of the portfolio and ranks #70 among its holdings. This is a return to the name: Puff Wealth Management previously reported a position in FDL as recently as Q4 2025.

Puff Wealth Management first reported a position in FDL in Q4 2024 and has held it in 6 quarters since. The position peaked at $307K in Q4 2025. 495 funds tracked by Wall St. Rank hold FDL as of Q2 2026.

Puff Wealth Management held 5,397 shares of First Trust Morningstar Dividend Leaders Index Fund worth $263K as of Q2 2026.
First Trust Morningstar Dividend Leaders Index Fund was a new Puff Wealth Management position in Q2 2026.
First Trust Morningstar Dividend Leaders Index Fund made up 0.27% of Puff Wealth Management's portfolio in Q2 2026, its #70 holding.
Puff Wealth Management first reported a position in First Trust Morningstar Dividend Leaders Index Fund in Q4 2024 and has held it in 6 quarters since.
Puff Wealth Management's First Trust Morningstar Dividend Leaders Index Fund position peaked at $307K in Q4 2025.
495 funds tracked by Wall St. Rank held First Trust Morningstar Dividend Leaders Index Fund as of Q2 2026.

Based on Puff Wealth Management's 13F filing for Q2 2026, filed 8 Jul 2026.