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

Accel Wealth Management’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 Q2	$681K	Sell	13,994 -16	-0.1%	-$798	0.15%	131
2026 Q1	$712K	Buy	14,010 +77	+0.6%	+$3.76K	0.19%	121
2025 Q4	$618K	Buy	13,933 +649	+5%	+$28.3K	0.17%	130
2025 Q3	$577K	Sell	13,284 -999	-7%	-$43.3K	0.17%	132
2025 Q2	$598K	Sell	14,283 -299	-2%	-$12.3K	0.2%	113
2025 Q1	$633K	Sell	14,582 -3,810	-21%	-$161K	0.23%	103
2024 Q4	$740K	Sell	18,392 -185	-1%	-$7.76K	0.28%	90
2024 Q3	$779K	Sell	18,577 -668	-3%	-$27K	0.29%	84
2024 Q2	$730K	Buy	19,245 +100	+0.5%	+$3.79K	0.29%	87
2024 Q1	$737K	Sell	19,145 -1,774	-8%	-$64.9K	0.31%	79
2023 Q4	$751K	Sell	20,919 -329	-2%	-$11.1K	0.38%	70
2023 Q3	$711K	Sell	21,248 -1,324	-6%	-$45.9K	0.4%	70
2023 Q2	$768K	Buy	22,572 +177	+0.8%	+$6.13K	0.42%	67
2023 Q1	$795K	Buy	22,395 +3,445	+18%	+$126K	0.33%	77
2022 Q4	$693K	Buy	18,950 +18,756	+9,668%	+$676K	0.33%	66
2022 Q3	$7K	Buy	194 +2	+1%	+$71	﹤0.01%	799
2022 Q2	$7K	Buy	192 +2	+1%	+$75	﹤0.01%	760
2022 Q1	$7K	Buy	190 +1	+0.5%	+$36	﹤0.01%	759
2021 Q4	$7K	Buy	+189	New	+$6.45K	﹤0.01%	761
2021 Q3	–	Sell	-185	Closed	-$6K	–	841
2021 Q2	$6K	Buy	185 +2	+1%	+$68	﹤0.01%	769
2021 Q1	$6K	Buy	183 +2	+1%	+$62	﹤0.01%	723
2020 Q4	$5K	Buy	+181	New	+$5.12K	﹤0.01%	709

Other funds holding FDL

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Rockport Wealth Fairview Park, Ohio $595M AUM 23.65% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

TPWA

TRUE Private Wealth Advisors Salem, Oregon $1.16B AUM 36.18% 1-Year Est. Return

SEP

Southland Equity Partners Wildwood, Missouri $571M AUM 22.77% 1-Year Est. Return

Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return

BFG

Beacon Financial Group Dallas, Texas $1.1B AUM 21.5% 1-Year Est. Return

Accel Wealth Management's FDL Position: Q2 2026 in Review

Accel Wealth Management reduced its First Trust Morningstar Dividend Leaders Index Fund (FDL) stake by 0.11% in Q2 2026, selling an estimated $798 and leaving 13,994 shares worth $681K. The position accounts for 0.15% of the portfolio, ranked #131.

Accel Wealth Management first reported a position in FDL in Q4 2020 and has held it in 22 quarters since. The position peaked at $795K in Q1 2023. 200 funds tracked by Wall St. Rank hold FDL as of Q2 2026.

Accel Wealth Management held 13,994 shares of First Trust Morningstar Dividend Leaders Index Fund worth $681K as of Q2 2026.
Accel Wealth Management sold 16 First Trust Morningstar Dividend Leaders Index Fund shares in Q2 2026, an estimated $798.
First Trust Morningstar Dividend Leaders Index Fund made up 0.15% of Accel Wealth Management's portfolio in Q2 2026, its #131 holding.
Accel Wealth Management first reported a position in First Trust Morningstar Dividend Leaders Index Fund in Q4 2020 and has held it in 22 quarters since.
Accel Wealth Management's First Trust Morningstar Dividend Leaders Index Fund position peaked at $795K in Q1 2023.
200 funds tracked by Wall St. Rank held First Trust Morningstar Dividend Leaders Index Fund as of Q2 2026.

Based on Accel Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.