Ausdal Financial Partners’s First Trust Morningstar Dividend Leaders Index Fund FDL Stock Holding History

Ausdal Financial Partners’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	$1.01M	Sell	20,709 -2,511	-11%	-$125K	0.04%	405
2026 Q1	$1.18M	Sell	23,220 -1,032	-4%	-$50.4K	0.05%	333
2025 Q4	$1.08M	Buy	24,252 +1,669	+7%	+$72.7K	0.05%	345
2025 Q3	$980K	Buy	+22,583	New	+$979K	0.05%	370
2023 Q3	–	Sell	-10,191	Closed	-$347K	–	445
2023 Q2	$347K	Sell	10,191 -13,914	-58%	-$482K	0.05%	300
2023 Q1	$856K	Buy	24,105 +2,613	+12%	+$95.6K	0.12%	181
2022 Q4	$786K	Buy	+21,492	New	+$775K	0.11%	184
2021 Q3	–	Sell	-7,719	Closed	-$256K	–	487
2021 Q2	$256K	Sell	7,719 -170	-2%	-$5.77K	0.04%	381
2021 Q1	$258K	Buy	7,889 +160	+2%	+$4.96K	0.04%	367
2020 Q4	$229K	Buy	+7,729	New	+$218K	0.04%	367
2020 Q1	–	Sell	-45,518	Closed	-$1.43M	–	307
2019 Q4	$1.43M	Hold	45,518	–	–	0.42%	65
2019 Q3	$1.41M	Buy	45,518 +7,056	+18%	+$216K	0.5%	56
2019 Q2	$1.2M	Buy	+38,462	New	+$1.16M	0.46%	61

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

Ausdal Financial Partners's FDL Position: Q2 2026 in Review

Ausdal Financial Partners reduced its First Trust Morningstar Dividend Leaders Index Fund (FDL) stake by 11% in Q2 2026, selling an estimated $125K and leaving 20,709 shares worth $1.01M. The position accounts for 0.04% of the portfolio, ranked #405.

Ausdal Financial Partners first reported a position in FDL in Q2 2019 and has held it in 13 quarters since. The position peaked at $1.43M in Q4 2019. 495 funds tracked by Wall St. Rank hold FDL as of Q2 2026.

Ausdal Financial Partners held 20,709 shares of First Trust Morningstar Dividend Leaders Index Fund worth $1.01M as of Q2 2026.
Ausdal Financial Partners sold 2,511 First Trust Morningstar Dividend Leaders Index Fund shares in Q2 2026, an estimated $125K.
First Trust Morningstar Dividend Leaders Index Fund made up 0.04% of Ausdal Financial Partners's portfolio in Q2 2026, its #405 holding.
Ausdal Financial Partners first reported a position in First Trust Morningstar Dividend Leaders Index Fund in Q2 2019 and has held it in 13 quarters since.
Ausdal Financial Partners's First Trust Morningstar Dividend Leaders Index Fund position peaked at $1.43M in Q4 2019.
495 funds tracked by Wall St. Rank held First Trust Morningstar Dividend Leaders Index Fund as of Q2 2026.

Based on Ausdal Financial Partners's 13F filing for Q2 2026, filed 14 Aug 2026.