Venturi Wealth Management’s First Trust Morningstar Dividend Leaders Index Fund FDL Stock Holding History
Bought
Maintained
Sold
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Venturi Wealth Management's FDL Position: Q2 2026 in Review
Venturi Wealth Management held its First Trust Morningstar Dividend Leaders Index Fund (FDL) position steady in Q2 2026 at 5,605 shares worth $273K. The position accounts for 0.01% of the portfolio, ranked #528.
Venturi Wealth Management first reported a position in FDL in Q4 2024 and has held it in 7 quarters since. The position peaked at $285K in Q1 2026. 77 funds tracked by Wall St. Rank hold FDL as of Q2 2026.
- Venturi Wealth Management held 5,605 shares of First Trust Morningstar Dividend Leaders Index Fund worth $273K as of Q2 2026.
- Venturi Wealth Management left its First Trust Morningstar Dividend Leaders Index Fund share count unchanged in Q2 2026.
- First Trust Morningstar Dividend Leaders Index Fund made up 0.01% of Venturi Wealth Management's portfolio in Q2 2026, its #528 holding.
- Venturi 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.
- Venturi Wealth Management's First Trust Morningstar Dividend Leaders Index Fund position peaked at $285K in Q1 2026.
- 77 funds tracked by Wall St. Rank held First Trust Morningstar Dividend Leaders Index Fund as of Q2 2026.
Based on Venturi Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.