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

Venturi Wealth Management’s Portfolio FDL Stock Details FDL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$235K Hold
5,605
– – 0.01% 487
2025
Q1 		$243K Hold
5,605
– – 0.01% 493
2024
Q4 		$226K Buy
+5,605
New +$226K 0.01% 515