SWL
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STACKSTONE WEALTH, LLC’s First Trust Morningstar Dividend Leaders Index Fund FDL Stock Holding History

STACKSTONE WEALTH, LLC’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
Q3 		$1.87M Buy
+37,976
New +$1.96M 0.18% 144

Other funds holding FDL

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TRUE Private Wealth Advisors Salem, Oregon $1.18B AUM 28.67% 1-Year Est. Return
SEP
Southland Equity Partners Wildwood, Missouri $583M AUM 16.78% 1-Year Est. Return
Beacon Financial Group
Beacon Financial Group Dallas, Texas $1.11B AUM 15.9% 1-Year Est. Return
MF
Manchester Financial Westlake Village, California $565M AUM 15.04% 1-Year Est. Return
HPC
Hobart Private Capital Charlotte, North Carolina $591M AUM 14.82% 1-Year Est. Return
Summit Financial Wealth Advisors
Summit Financial Wealth Advisors Lafayette, Louisiana $807M AUM 19.93% 1-Year Est. Return
NLP
Next Level Private Harrison, New York $520M AUM 19.06% 1-Year Est. Return
Perryman Financial Advisory
Perryman Financial Advisory Dallas, Texas $791M AUM 21.08% 1-Year Est. Return
KCFA
Key Client Fiduciary Advisors Fairfield, New Jersey $358M AUM 21.09% 1-Year Est. Return
BAWM
Bennett Associates Wealth Management Butler, Pennsylvania $165M AUM 14% 1-Year Est. Return

STACKSTONE WEALTH, LLC's FDL Position: Q3 2026 in Review

STACKSTONE WEALTH, LLC opened a new position in First Trust Morningstar Dividend Leaders Index Fund (FDL) in Q3 2026: 37,976 shares worth $1.87M. The stake represents 0.18% of the portfolio and ranks #144 among its holdings.

107 funds tracked by Wall St. Rank hold FDL as of Q3 2026.

  • STACKSTONE WEALTH, LLC held 37,976 shares of First Trust Morningstar Dividend Leaders Index Fund worth $1.87M as of Q3 2026.
  • First Trust Morningstar Dividend Leaders Index Fund was a new STACKSTONE WEALTH, LLC position in Q3 2026.
  • First Trust Morningstar Dividend Leaders Index Fund made up 0.18% of STACKSTONE WEALTH, LLC's portfolio in Q3 2026, its #144 holding.
  • 107 funds tracked by Wall St. Rank held First Trust Morningstar Dividend Leaders Index Fund as of Q3 2026.

Based on STACKSTONE WEALTH, LLC's 13F filing for Q3 2026, filed 19 Oct 2026.