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Arkos Global Advisors’s First Trust Morningstar Dividend Leaders Index Fund FDL Stock Holding History

Arkos Global 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 		– Sell
-1,700
Closed -$86K – 153
2026
Q1 		$86K Buy
+1,700
New +$83.1K 0.01% 162

Other funds holding FDL

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Arkos Global Advisors's FDL Position: Q2 2026 in Review

Arkos Global Advisors sold out of First Trust Morningstar Dividend Leaders Index Fund (FDL) in Q2 2026, closing a stake of 1,700 shares — an estimated $86K sold.

Arkos Global Advisors first reported a position in FDL in Q1 2026 and held it in 1 quarter. The position peaked at $86K in Q1 2026. 495 funds tracked by Wall St. Rank hold FDL as of Q2 2026.

  • Arkos Global Advisors reported no remaining First Trust Morningstar Dividend Leaders Index Fund position as of Q2 2026 after selling out during the quarter.
  • Arkos Global Advisors sold 1,700 First Trust Morningstar Dividend Leaders Index Fund shares in Q2 2026, an estimated $86K.
  • Arkos Global Advisors first reported a position in First Trust Morningstar Dividend Leaders Index Fund in Q1 2026 and held it in 1 quarter.
  • Arkos Global Advisors's First Trust Morningstar Dividend Leaders Index Fund position peaked at $86K in Q1 2026.
  • 495 funds tracked by Wall St. Rank held First Trust Morningstar Dividend Leaders Index Fund as of Q2 2026.

Based on Arkos Global Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.