Archford Capital Strategies’s First Trust Morningstar Dividend Leaders Index Fund FDL Stock Holding History

Archford Capital Strategies’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	$1.09M	Hold	22,355	–	–	0.11%	165
2026 Q1	$1.14M	Hold	22,355	–	–	0.13%	156
2025 Q4	$991K	Hold	22,355	–	–	0.12%	162
2025 Q3	$970K	Sell	22,355 -6,000	-21%	-$260K	0.12%	166
2025 Q2	$1.19M	Buy	28,355 +12,160	+75%	+$502K	0.15%	135
2025 Q1	$704K	Hold	16,195	–	–	0.1%	175
2024 Q4	$652K	Hold	16,195	–	–	0.1%	163
2024 Q3	$686K	Sell	16,195 -480	-3%	-$19.4K	0.1%	156
2024 Q2	$632K	Hold	16,675	–	–	0.1%	156
2024 Q1	$642K	Buy	+16,675	New	+$610K	0.11%	156
2018 Q3	–	Sell	-335	Closed	-$10K	–	575
2018 Q2	$10K	Sell	335 -47	-12%	-$1.34K	﹤0.01%	423
2018 Q1	$11K	Buy	+382	New	+$11.2K	﹤0.01%	324
2017 Q2	–	Sell	-382	Closed	-$11K	–	333
2017 Q1	$11K	Sell	382 -5,788	-94%	-$165K	﹤0.01%	415
2016 Q4	$170K	Sell	6,170 -83	-1%	-$2.25K	0.07%	175
2016 Q3	$170K	Sell	6,253 -2	-0%	-$55	0.07%	187
2016 Q2	$168K	Buy	+6,255	New	+$162K	0.09%	164

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

Archford Capital Strategies's FDL Position: Q2 2026 in Review

Archford Capital Strategies held its First Trust Morningstar Dividend Leaders Index Fund (FDL) position steady in Q2 2026 at 22,355 shares worth $1.09M. The position accounts for 0.11% of the portfolio, ranked #165.

Archford Capital Strategies first reported a position in FDL in Q2 2016 and has held it in 16 quarters since. The position peaked at $1.19M in Q2 2025. 495 funds tracked by Wall St. Rank hold FDL as of Q2 2026.

Archford Capital Strategies held 22,355 shares of First Trust Morningstar Dividend Leaders Index Fund worth $1.09M as of Q2 2026.
Archford Capital Strategies left its First Trust Morningstar Dividend Leaders Index Fund share count unchanged in Q2 2026.
First Trust Morningstar Dividend Leaders Index Fund made up 0.11% of Archford Capital Strategies's portfolio in Q2 2026, its #165 holding.
Archford Capital Strategies first reported a position in First Trust Morningstar Dividend Leaders Index Fund in Q2 2016 and has held it in 16 quarters since.
Archford Capital Strategies's First Trust Morningstar Dividend Leaders Index Fund position peaked at $1.19M in Q2 2025.
495 funds tracked by Wall St. Rank held First Trust Morningstar Dividend Leaders Index Fund as of Q2 2026.

Based on Archford Capital Strategies's 13F filing for Q2 2026, filed 17 Jul 2026.