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

WJ Wealth Management’s Portfolio FDL Stock Details FDL Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$7.77M Sell
185,569
-87,255
-32% -$3.65M 2.45% 14
2025
Q1 		$11.9M Buy
+272,824
New +$11.9M 4.19% 7