Apricus Wealth
FDL icon

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
Q3 		$262K Buy
5,335
+764
+17% +$39.4K 0.12% 104
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

Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
TRUE Private Wealth Advisors
TRUE Private Wealth Advisors Salem, Oregon $1.18B AUM 28.67% 1-Year Est. Return
SEP
Southland Equity Partners Wildwood, Missouri $583M AUM 16.78% 1-Year Est. Return
Beacon Financial Group
Beacon Financial Group Dallas, Texas $1.11B AUM 15.9% 1-Year Est. Return
D.A. Davidson & Co
D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return
Center for Wealth Management Advisory
Center for Wealth Management Advisory Milford, Ohio $161M AUM 25.38% 1-Year Est. Return
Manchester Financial
Manchester Financial Westlake Village, California $565M AUM 15.04% 1-Year Est. Return
McAdam LLC
McAdam LLC Philadelphia, Pennsylvania $2.66B AUM 14.82% 1-Year Est. Return
HPC
Hobart Private Capital Charlotte, North Carolina $591M AUM 14.82% 1-Year Est. Return
Summit Financial Wealth Advisors
Summit Financial Wealth Advisors Lafayette, Louisiana $807M AUM 19.93% 1-Year Est. Return

Apricus Wealth's FDL Position: Q3 2026 in Review

Apricus Wealth increased its First Trust Morningstar Dividend Leaders Index Fund (FDL) stake by 17% in Q3 2026, buying an estimated $39.4K and bringing the position to 5,335 shares worth $262K. The position accounts for 0.12% of the portfolio, ranked #104.

Apricus Wealth first reported a position in FDL in Q1 2026 and has held it in 3 quarters since. 193 funds tracked by Wall St. Rank hold FDL as of Q3 2026.

  • Apricus Wealth held 5,335 shares of First Trust Morningstar Dividend Leaders Index Fund worth $262K as of Q3 2026.
  • Apricus Wealth bought 764 First Trust Morningstar Dividend Leaders Index Fund shares in Q3 2026, an estimated $39.4K.
  • First Trust Morningstar Dividend Leaders Index Fund made up 0.12% of Apricus Wealth's portfolio in Q3 2026, its #104 holding.
  • Apricus Wealth first reported a position in First Trust Morningstar Dividend Leaders Index Fund in Q1 2026 and has held it in 3 quarters since.
  • 193 funds tracked by Wall St. Rank held First Trust Morningstar Dividend Leaders Index Fund as of Q3 2026.

Based on Apricus Wealth's 13F filing for Q3 2026, filed 26 Oct 2026.