Aptus Capital Advisors’s First Trust Morningstar Dividend Leaders Index Fund FDL Stock Holding History

Aptus Capital Advisors’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	$214K	Sell	4,393 -1,460	-25%	-$72.9K	﹤0.01%	1095
2026 Q1	$297K	Hold	5,853	–	–	﹤0.01%	881
2025 Q4	$260K	Hold	5,853	–	–	﹤0.01%	935
2025 Q3	$254K	Sell	5,853 -529	-8%	-$22.9K	﹤0.01%	890
2025 Q2	$267K	Buy	6,382 +529	+9%	+$21.8K	﹤0.01%	851
2025 Q1	$254K	Sell	5,853 -8,686	-60%	-$367K	﹤0.01%	813
2024 Q4	$589K	Buy	14,539 +8,686	+148%	+$365K	0.01%	589
2024 Q3	$246K	Buy	5,853 +250	+4%	+$10.1K	﹤0.01%	714
2024 Q2	$213K	Buy	+5,603	New	+$213K	﹤0.01%	722
2023 Q4	–	Sell	-6,286	Closed	-$210K	–	932
2023 Q3	$210K	Buy	6,286 +15	+0.2%	+$520	0.01%	558
2023 Q2	$213K	Sell	6,271 -3,116	-33%	-$108K	0.01%	470
2023 Q1	$333K	Buy	+9,387	New	+$343K	0.01%	377
2020 Q3	–	Sell	-13,798	Closed	-$349K	–	478
2020 Q2	$349K	Sell	13,798 -14,310	-51%	-$356K	0.02%	223
2020 Q1	$627K	Buy	28,108 +3,107	+12%	+$89.6K	0.05%	154
2019 Q4	$814K	Buy	+25,001	New	+$796K	0.06%	185

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

Aptus Capital Advisors's FDL Position: Q2 2026 in Review

Aptus Capital Advisors reduced its First Trust Morningstar Dividend Leaders Index Fund (FDL) stake by 25% in Q2 2026, selling an estimated $72.9K and leaving 4,393 shares worth $214K. The position accounts for ﹤0.01% of the portfolio, ranked #1095.

Aptus Capital Advisors first reported a position in FDL in Q4 2019 and has held it in 15 quarters since. The position peaked at $814K in Q4 2019. 495 funds tracked by Wall St. Rank hold FDL as of Q2 2026.

Aptus Capital Advisors held 4,393 shares of First Trust Morningstar Dividend Leaders Index Fund worth $214K as of Q2 2026.
Aptus Capital Advisors sold 1,460 First Trust Morningstar Dividend Leaders Index Fund shares in Q2 2026, an estimated $72.9K.
First Trust Morningstar Dividend Leaders Index Fund made up ﹤0.01% of Aptus Capital Advisors's portfolio in Q2 2026, its #1095 holding.
Aptus Capital Advisors first reported a position in First Trust Morningstar Dividend Leaders Index Fund in Q4 2019 and has held it in 15 quarters since.
Aptus Capital Advisors's First Trust Morningstar Dividend Leaders Index Fund position peaked at $814K in Q4 2019.
495 funds tracked by Wall St. Rank held First Trust Morningstar Dividend Leaders Index Fund as of Q2 2026.

Based on Aptus Capital Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.