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

Arkadios Wealth 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	$5.44M	Buy	111,759 +18,129	+19%	+$905K	0.08%	249
2026 Q1	$4.76M	Buy	93,630 +4,004	+4%	+$196K	0.08%	269
2025 Q4	$3.97M	Buy	89,626 +10,443	+13%	+$455K	0.08%	266
2025 Q3	$3.44M	Buy	79,183 +6,230	+9%	+$270K	0.08%	261
2025 Q2	$3.05M	Sell	72,953 -5,639	-7%	-$233K	0.09%	245
2025 Q1	$3.41M	Buy	78,592 +53,895	+218%	+$2.28M	0.13%	180
2024 Q4	$994K	Buy	24,697 +749	+3%	+$31.4K	0.05%	337
2024 Q3	$1M	Buy	23,948 +1,731	+8%	+$69.8K	0.06%	322
2024 Q2	$843K	Sell	22,217 -4,998	-18%	-$190K	0.06%	319
2024 Q1	$1.05M	Sell	27,215 -1,131	-4%	-$41.4K	0.08%	227
2023 Q4	$1.02M	Sell	28,346 -6,577	-19%	-$223K	0.09%	221
2023 Q3	$1.17M	Sell	34,923 -7,188	-17%	-$249K	0.11%	187
2023 Q2	$1.43M	Sell	42,111 -1,838	-4%	-$63.7K	0.17%	146
2023 Q1	$1.56M	Buy	43,949 +8,675	+25%	+$317K	0.19%	136
2022 Q4	$1.29M	Buy	35,274 +2,115	+6%	+$76.2K	0.17%	144
2022 Q3	$1.06M	Buy	33,159 +1,362	+4%	+$48.6K	0.16%	153
2022 Q2	$1.12M	Buy	31,797 +1,175	+4%	+$44K	0.17%	159
2022 Q1	$1.15M	Buy	30,622 +3,685	+14%	+$134K	0.15%	166
2021 Q4	$958K	Sell	26,937 -310	-1%	-$10.6K	0.13%	191
2021 Q3	$892K	Sell	27,247 -1,227	-4%	-$41.1K	0.13%	180
2021 Q2	$944K	Buy	28,474 +4,479	+19%	+$152K	0.12%	210
2021 Q1	$785K	Buy	23,995 +1,780	+8%	+$55.2K	0.13%	184
2020 Q4	$657K	Sell	22,215 -940	-4%	-$26.6K	0.14%	162
2020 Q3	$626K	Buy	23,155 +1,321	+6%	+$35K	0.31%	69
2020 Q2	$561K	Sell	21,834 -5,630	-20%	-$140K	0.31%	68
2020 Q1	$613K	Buy	27,464 +6,710	+32%	+$193K	0.39%	62
2019 Q4	$663K	Buy	+20,754	New	+$660K	0.4%	59

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

Arkadios Wealth Advisors's FDL Position: Q2 2026 in Review

Arkadios Wealth Advisors increased its First Trust Morningstar Dividend Leaders Index Fund (FDL) stake by 19% in Q2 2026, buying an estimated $905K and bringing the position to 111,759 shares worth $5.44M. The position accounts for 0.08% of the portfolio, ranked #249.

Arkadios Wealth Advisors first reported a position in FDL in Q4 2019 and has held it in 27 quarters since. 495 funds tracked by Wall St. Rank hold FDL as of Q2 2026.

Arkadios Wealth Advisors held 111,759 shares of First Trust Morningstar Dividend Leaders Index Fund worth $5.44M as of Q2 2026.
Arkadios Wealth Advisors bought 18,129 First Trust Morningstar Dividend Leaders Index Fund shares in Q2 2026, an estimated $905K.
First Trust Morningstar Dividend Leaders Index Fund made up 0.08% of Arkadios Wealth Advisors's portfolio in Q2 2026, its #249 holding.
Arkadios Wealth Advisors first reported a position in First Trust Morningstar Dividend Leaders Index Fund in Q4 2019 and has held it in 27 quarters since.
495 funds tracked by Wall St. Rank held First Trust Morningstar Dividend Leaders Index Fund as of Q2 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.