Advisornet Financial’s First Trust Morningstar Dividend Leaders Index Fund FDL Stock Holding History

Advisornet Financial’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	$8.08K	Sell	166 -166	-50%	-$8.28K	﹤0.01%	1654
2026 Q1	$16.9K	Hold	332	–	–	﹤0.01%	1386
2025 Q4	$14.7K	Sell	332 -169	-34%	-$7.36K	﹤0.01%	1423
2025 Q3	$21.7K	Buy	501 +11	+2%	+$477	﹤0.01%	1271
2025 Q2	$20.5K	Buy	490 +147	+43%	+$6.07K	﹤0.01%	1259
2025 Q1	$14.9K	Sell	343 -155	-31%	-$6.55K	﹤0.01%	1296
2024 Q4	$20K	Hold	498	–	–	﹤0.01%	1136
2024 Q3	$20.9K	Hold	498	–	–	﹤0.01%	1181
2024 Q2	$18.9K	Hold	498	–	–	﹤0.01%	1112
2024 Q1	$19.2K	Hold	498	–	–	﹤0.01%	1083
2023 Q4	$17.9K	Hold	498	–	–	﹤0.01%	1121
2023 Q3	$16.7K	Sell	498 -2	-0.4%	-$69	﹤0.01%	1091
2023 Q2	$17K	Buy	+500	New	+$17.3K	﹤0.01%	1149
2022 Q2	–	Sell	-100	Closed	-$4K	–	1948
2022 Q1	$4K	Hold	100	–	–	﹤0.01%	1659
2021 Q4	$4K	Hold	100	–	–	﹤0.01%	1693
2021 Q3	$3K	Hold	100	–	–	﹤0.01%	1702
2021 Q2	$3K	Hold	100	–	–	﹤0.01%	1633
2021 Q1	$3K	Hold	100	–	–	﹤0.01%	1585
2020 Q4	$3K	Hold	100	–	–	﹤0.01%	1504
2020 Q3	$3K	Hold	100	–	–	﹤0.01%	1491
2020 Q2	$3K	Hold	100	–	–	﹤0.01%	1525
2020 Q1	$2K	Hold	100	–	–	﹤0.01%	1569
2019 Q4	$3K	Hold	100	–	–	﹤0.01%	1623
2019 Q3	$3K	Hold	100	–	–	﹤0.01%	1628
2019 Q2	$3K	Hold	100	–	–	﹤0.01%	1461
2019 Q1	$3K	Hold	100	–	–	﹤0.01%	1371
2018 Q4	$3K	Hold	100	–	–	﹤0.01%	1304
2018 Q3	$3K	Hold	100	–	–	﹤0.01%	1327
2018 Q2	$3K	Hold	100	–	–	﹤0.01%	1339
2018 Q1	$3K	Hold	100	–	–	﹤0.01%	1268
2017 Q4	$3K	Buy	+100	New	+$2.94K	﹤0.01%	1146

Other funds holding FDL

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Advisornet Financial's FDL Position: Q2 2026 in Review

Advisornet Financial reduced its First Trust Morningstar Dividend Leaders Index Fund (FDL) stake by 50% in Q2 2026, selling an estimated $8.28K and leaving 166 shares worth $8.08K. The position accounts for ﹤0.01% of the portfolio, ranked #1654.

Advisornet Financial first reported a position in FDL in Q4 2017 and has held it in 31 quarters since. The position peaked at $21.7K in Q3 2025. 495 funds tracked by Wall St. Rank hold FDL as of Q2 2026.

Advisornet Financial held 166 shares of First Trust Morningstar Dividend Leaders Index Fund worth $8.08K as of Q2 2026.
Advisornet Financial sold 166 First Trust Morningstar Dividend Leaders Index Fund shares in Q2 2026, an estimated $8.28K.
First Trust Morningstar Dividend Leaders Index Fund made up ﹤0.01% of Advisornet Financial's portfolio in Q2 2026, its #1654 holding.
Advisornet Financial first reported a position in First Trust Morningstar Dividend Leaders Index Fund in Q4 2017 and has held it in 31 quarters since.
Advisornet Financial's First Trust Morningstar Dividend Leaders Index Fund position peaked at $21.7K in Q3 2025.
495 funds tracked by Wall St. Rank held First Trust Morningstar Dividend Leaders Index Fund as of Q2 2026.

Based on Advisornet Financial's 13F filing for Q2 2026, filed 23 Jul 2026.