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

Apollon 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	$612K	Sell	12,581 -46	-0.4%	-$2.29K	0.01%	925
2026 Q1	$641K	Sell	12,627 -707	-5%	-$34.6K	0.01%	766
2025 Q4	$591K	Sell	13,334 -24	-0.2%	-$1.04K	0.01%	774
2025 Q3	$580K	Buy	13,358 +199	+2%	+$8.62K	0.01%	775
2025 Q2	$551K	Buy	13,159 +83	+0.6%	+$3.43K	0.01%	764
2025 Q1	$568K	Sell	13,076 -2,676	-17%	-$113K	0.01%	695
2024 Q4	$634K	Buy	15,752 +41	+0.3%	+$1.72K	0.01%	659
2024 Q3	$659K	Buy	15,711 +55	+0.4%	+$2.22K	0.02%	620
2024 Q2	$594K	Sell	15,656 -1,139	-7%	-$43.2K	0.02%	615
2024 Q1	$646K	Buy	16,795 +3,616	+27%	+$132K	0.02%	603
2023 Q4	$473K	Hold	13,179	–	–	0.02%	674
2023 Q3	$441K	Sell	13,179 -56	-0.4%	-$1.94K	0.02%	581
2023 Q2	$450K	Sell	13,235 -91	-0.7%	-$3.15K	0.02%	624
2023 Q1	$473K	Sell	13,326 -61	-0.5%	-$2.23K	0.03%	548
2022 Q4	$489K	Buy	13,387 +371	+3%	+$13.4K	0.03%	522
2022 Q3	$418K	Buy	13,016 +3,241	+33%	+$116K	0.03%	498
2022 Q2	$344K	Buy	9,775 +2,636	+37%	+$98.7K	0.03%	532
2022 Q1	$267K	Sell	7,139 -1,798	-20%	-$65.6K	0.02%	616
2021 Q4	$318K	Buy	+8,937	New	+$305K	0.02%	566

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

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

Apollon Wealth Management reduced its First Trust Morningstar Dividend Leaders Index Fund (FDL) stake by 0.36% in Q2 2026, selling an estimated $2.29K and leaving 12,581 shares worth $612K. The position accounts for 0.01% of the portfolio, ranked #925.

Apollon Wealth Management first reported a position in FDL in Q4 2021 and has held it in 19 quarters since. The position peaked at $659K in Q3 2024. 495 funds tracked by Wall St. Rank hold FDL as of Q2 2026.

Apollon Wealth Management held 12,581 shares of First Trust Morningstar Dividend Leaders Index Fund worth $612K as of Q2 2026.
Apollon Wealth Management sold 46 First Trust Morningstar Dividend Leaders Index Fund shares in Q2 2026, an estimated $2.29K.
First Trust Morningstar Dividend Leaders Index Fund made up 0.01% of Apollon Wealth Management's portfolio in Q2 2026, its #925 holding.
Apollon Wealth Management first reported a position in First Trust Morningstar Dividend Leaders Index Fund in Q4 2021 and has held it in 19 quarters since.
Apollon Wealth Management's First Trust Morningstar Dividend Leaders Index Fund position peaked at $659K in Q3 2024.
495 funds tracked by Wall St. Rank held First Trust Morningstar Dividend Leaders Index Fund as of Q2 2026.

Based on Apollon Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.