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Walled Lake Planning & Wealth Management’s First Trust Morningstar Dividend Leaders Index Fund FDL Stock Holding History

Walled Lake Planning & Wealth Management’s Portfolio FDL Stock Details FDL Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-54,022
Closed -$2.17M – 134
2024
Q4 		$2.17M Buy
+54,022
New +$2.17M 0.81% 34