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

Apricus Wealth’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 		$222K Buy
4,571
+305
+7% +$15.2K 0.11% 123
2026
Q1 		$217K Buy
+4,266
New +$208K 0.11% 111

Other funds holding FDL

Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
RW
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
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
BFG
Beacon Financial Group Dallas, Texas $1.1B AUM 21.5% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
MF
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

Apricus Wealth's FDL Position: Q2 2026 in Review

Apricus Wealth increased its First Trust Morningstar Dividend Leaders Index Fund (FDL) stake by 7.1% in Q2 2026, buying an estimated $15.2K and bringing the position to 4,571 shares worth $222K. The position accounts for 0.11% of the portfolio, ranked #123.

Apricus Wealth first reported a position in FDL in Q1 2026 and has held it in 2 quarters since. 169 funds tracked by Wall St. Rank hold FDL as of Q2 2026.

  • Apricus Wealth held 4,571 shares of First Trust Morningstar Dividend Leaders Index Fund worth $222K as of Q2 2026.
  • Apricus Wealth bought 305 First Trust Morningstar Dividend Leaders Index Fund shares in Q2 2026, an estimated $15.2K.
  • First Trust Morningstar Dividend Leaders Index Fund made up 0.11% of Apricus Wealth's portfolio in Q2 2026, its #123 holding.
  • Apricus Wealth first reported a position in First Trust Morningstar Dividend Leaders Index Fund in Q1 2026 and has held it in 2 quarters since.
  • 169 funds tracked by Wall St. Rank held First Trust Morningstar Dividend Leaders Index Fund as of Q2 2026.

Based on Apricus Wealth's 13F filing for Q2 2026, filed 22 Jul 2026.