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Action Point Financial Planning’s First Trust Morningstar Dividend Leaders Index Fund FDL Stock Holding History

Action Point Financial Planning’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 		$350K Buy
+7,199
New +$359K 0.04% 327

Other funds holding FDL

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Action Point Financial Planning's FDL Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in First Trust Morningstar Dividend Leaders Index Fund (FDL) in Q2 2026: 7,199 shares worth $350K. The stake represents 0.04% of the portfolio and ranks #327 among its holdings.

494 funds tracked by Wall St. Rank hold FDL as of Q2 2026.

  • Action Point Financial Planning held 7,199 shares of First Trust Morningstar Dividend Leaders Index Fund worth $350K as of Q2 2026.
  • First Trust Morningstar Dividend Leaders Index Fund was a new Action Point Financial Planning position in Q2 2026.
  • First Trust Morningstar Dividend Leaders Index Fund made up 0.04% of Action Point Financial Planning's portfolio in Q2 2026, its #327 holding.
  • 494 funds tracked by Wall St. Rank held First Trust Morningstar Dividend Leaders Index Fund as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.