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

Atlas Private 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	$497K	Sell	10,214 -4,696	-31%	-$234K	0.11%	88
2026 Q1	$757K	Sell	14,910 -3,104	-17%	-$152K	0.18%	68
2025 Q4	$799K	Sell	18,014 -18,753	-51%	-$817K	0.19%	63
2025 Q3	$1.6M	Sell	36,767 -6,185	-14%	-$268K	0.39%	44
2025 Q2	$1.8M	Buy	+42,952	New	+$1.77M	0.23%	58
2021 Q4	–	Sell	-710	Closed	-$23K	–	340
2021 Q3	$23K	Hold	710	–	–	0.01%	332
2021 Q2	$24K	Hold	710	–	–	0.01%	337
2021 Q1	$23K	Hold	710	–	–	0.01%	345
2020 Q4	$21K	Hold	710	–	–	0.01%	328
2020 Q3	$19K	Hold	710	–	–	0.02%	315
2020 Q2	$18K	Buy	+710	New	+$17.7K	0.02%	331

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

Atlas Private Wealth Advisors's FDL Position: Q2 2026 in Review

Atlas Private Wealth Advisors reduced its First Trust Morningstar Dividend Leaders Index Fund (FDL) stake by 31% in Q2 2026, selling an estimated $234K and leaving 10,214 shares worth $497K. The position accounts for 0.11% of the portfolio, ranked #88.

Atlas Private Wealth Advisors first reported a position in FDL in Q2 2020 and has held it in 11 quarters since. The position peaked at $1.8M in Q2 2025. 495 funds tracked by Wall St. Rank hold FDL as of Q2 2026.

Atlas Private Wealth Advisors held 10,214 shares of First Trust Morningstar Dividend Leaders Index Fund worth $497K as of Q2 2026.
Atlas Private Wealth Advisors sold 4,696 First Trust Morningstar Dividend Leaders Index Fund shares in Q2 2026, an estimated $234K.
First Trust Morningstar Dividend Leaders Index Fund made up 0.11% of Atlas Private Wealth Advisors's portfolio in Q2 2026, its #88 holding.
Atlas Private Wealth Advisors first reported a position in First Trust Morningstar Dividend Leaders Index Fund in Q2 2020 and has held it in 11 quarters since.
Atlas Private Wealth Advisors's First Trust Morningstar Dividend Leaders Index Fund position peaked at $1.8M in Q2 2025.
495 funds tracked by Wall St. Rank held First Trust Morningstar Dividend Leaders Index Fund as of Q2 2026.

Based on Atlas Private Wealth Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.