Altus Wealth Group’s First Trust Morningstar Dividend Leaders Index Fund FDL Stock Holding History

Altus Wealth Group’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	$1.23M	Sell	25,302 -649	-3%	-$32.4K	0.44%	38
2026 Q1	$1.32M	Sell	25,951 -452	-2%	-$22.1K	0.54%	36
2025 Q4	$1.17M	Sell	26,403 -490	-2%	-$21.3K	0.47%	41
2025 Q3	$1.17M	Buy	26,893 +76	+0.3%	+$3.29K	0.48%	41
2025 Q2	$1.12M	Buy	26,817 +84	+0.3%	+$3.47K	0.5%	42
2025 Q1	$1.16M	Sell	26,733 -55	-0.2%	-$2.32K	0.54%	39
2024 Q4	$1.08M	Sell	26,788 -168	-0.6%	-$7.05K	0.48%	48
2024 Q3	$1.13M	Buy	26,956 +175	+0.7%	+$7.06K	0.48%	47
2024 Q2	$1.02M	Buy	26,781 +2,009	+8%	+$76.2K	0.51%	47
2024 Q1	$953K	Buy	24,772 +53	+0.2%	+$1.94K	0.48%	52
2023 Q4	$887K	Sell	24,719 -112	-0.5%	-$3.79K	0.49%	51
2023 Q3	$830K	Buy	24,831 +652	+3%	+$22.6K	0.53%	48
2023 Q2	$822K	Buy	24,179 +853	+4%	+$29.6K	0.5%	50
2023 Q1	$828K	Buy	23,326 +104	+0.4%	+$3.81K	0.56%	45
2022 Q4	$849K	Sell	23,222 -2,631	-10%	-$94.8K	0.64%	38
2022 Q3	$847K	Hold	25,853	–	–	0.84%	31
2022 Q2	$847K	Buy	25,853 +9,581	+59%	+$359K	0.84%	31
2022 Q1	$609K	Sell	16,272 -9,773	-38%	-$356K	0.5%	51
2021 Q4	$926K	Buy	26,045 +192	+0.7%	+$6.55K	0.76%	30
2021 Q3	$847K	Buy	25,853 +8,056	+45%	+$270K	0.84%	31
2021 Q2	$591K	Hold	17,797	–	–	0.58%	44
2021 Q1	$613K	Sell	17,797 -226	-1%	-$7.01K	0.61%	38
2020 Q4	$533K	Buy	+18,023	New	+$509K	0.51%	40

Other funds holding FDL

SEP

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

BFG

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

RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return

Manchester Financial Westlake Village, California $563M AUM 21.72% 1-Year Est. Return

SFWA

Summit Financial Wealth Advisors Lafayette, Louisiana $782M AUM 24.35% 1-Year Est. Return

HPC

Hobart Private Capital Charlotte, North Carolina $583M AUM 21.67% 1-Year Est. Return

NLP

Next Level Private Harrison, New York $511M AUM 30.94% 1-Year Est. Return

KCFA

Key Client Fiduciary Advisors Fairfield, New Jersey $347M AUM 35.3% 1-Year Est. Return

JWA

JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return

IRC

Investors Research Corp Atlanta, Georgia $559M AUM 21.55% 1-Year Est. Return

Altus Wealth Group's FDL Position: Q2 2026 in Review

Altus Wealth Group reduced its First Trust Morningstar Dividend Leaders Index Fund (FDL) stake by 2.5% in Q2 2026, selling an estimated $32.4K and leaving 25,302 shares worth $1.23M. The position accounts for 0.44% of the portfolio, ranked #38.

Altus Wealth Group first reported a position in FDL in Q4 2020 and has held it in 23 quarters since. The position peaked at $1.32M in Q1 2026. 73 funds tracked by Wall St. Rank hold FDL as of Q2 2026.

Altus Wealth Group held 25,302 shares of First Trust Morningstar Dividend Leaders Index Fund worth $1.23M as of Q2 2026.
Altus Wealth Group sold 649 First Trust Morningstar Dividend Leaders Index Fund shares in Q2 2026, an estimated $32.4K.
First Trust Morningstar Dividend Leaders Index Fund made up 0.44% of Altus Wealth Group's portfolio in Q2 2026, its #38 holding.
Altus Wealth Group first reported a position in First Trust Morningstar Dividend Leaders Index Fund in Q4 2020 and has held it in 23 quarters since.
Altus Wealth Group's First Trust Morningstar Dividend Leaders Index Fund position peaked at $1.32M in Q1 2026.
73 funds tracked by Wall St. Rank held First Trust Morningstar Dividend Leaders Index Fund as of Q2 2026.

Based on Altus Wealth Group's 13F filing for Q2 2026, filed 17 Jul 2026.