AWE
FDL icon

Avidian Wealth Enterprises’s First Trust Morningstar Dividend Leaders Index Fund FDL Stock Holding History

Avidian Wealth Enterprises’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
Q3 		$2.52M Sell
51,258
-468
-0.9% -$24.1K 0.07% 184
2026
Q2 		$2.52M Sell
51,726
-1,685
-3% -$84.1K 0.07% 186
2026
Q1 		$2.71M Sell
53,411
-2,779
-5% -$136K 0.09% 146
2025
Q4 		$2.49M Buy
56,190
+3,676
+7% +$160K 0.09% 118
2025
Q3 		$2.28M Hold
52,514
– – 0.09% 125
2025
Q2 		$2.2M Buy
52,514
+1,219
+2% +$50.3K 0.09% 120
2025
Q1 		$2.23M Buy
51,295
+92
+0.2% +$3.89K 0.1% 112
2024
Q4 		$2.06M Buy
51,203
+129
+0.3% +$5.41K 0.09% 115
2024
Q3 		$2.14M Sell
51,074
-1,557
-3% -$62.8K 0.1% 110
2024
Q2 		$2M Sell
52,631
-3,008
-5% -$114K 0.08% 115
2024
Q1 		$2.14M Buy
55,639
+1,492
+3% +$54.6K 0.1% 107
2023
Q4 		$1.94M Buy
54,147
+2,987
+6% +$101K 0.12% 110
2023
Q3 		$1.71M Buy
51,160
+846
+2% +$29.3K 0.12% 109
2023
Q2 		$1.71M Buy
50,314
+3,858
+8% +$134K 0.11% 123
2023
Q1 		$1.65M Sell
46,456
-8,685
-16% -$318K 0.09% 151
2022
Q4 		$2.02M Buy
+55,141
New +$1.99M 0.13% 122

Other funds holding FDL

IRC
Investors Research Corp Atlanta, Georgia $569M AUM 15.41% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
WWA
Wisconsin Wealth Advisors Sun Prairie, Wisconsin $119M AUM 24.32% 1-Year Est. Return
VAG
VisionPoint Advisory Group Dallas, Texas $636M AUM 21.4% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return
RBWA
RFG - Bristol Wealth Advisors Taunton, Massachusetts $420M AUM 17.18% 1-Year Est. Return
CA
Crumly & Associates Springfield, Illinois $563M AUM 13.12% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
WCG
Weaver Consulting Group Huntington Beach, California $514M AUM 11.69% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return

Avidian Wealth Enterprises's FDL Position: Q3 2026 in Review

Avidian Wealth Enterprises reduced its First Trust Morningstar Dividend Leaders Index Fund (FDL) stake by 0.9% in Q3 2026, selling an estimated $24.1K and leaving 51,258 shares worth $2.52M. The position accounts for 0.07% of the portfolio, ranked #184.

Avidian Wealth Enterprises first reported a position in FDL in Q4 2022 and has held it in 16 quarters since. The position peaked at $2.71M in Q1 2026. 20 funds tracked by Wall St. Rank hold FDL as of Q3 2026.

  • Avidian Wealth Enterprises held 51,258 shares of First Trust Morningstar Dividend Leaders Index Fund worth $2.52M as of Q3 2026.
  • Avidian Wealth Enterprises sold 468 First Trust Morningstar Dividend Leaders Index Fund shares in Q3 2026, an estimated $24.1K.
  • First Trust Morningstar Dividend Leaders Index Fund made up 0.07% of Avidian Wealth Enterprises's portfolio in Q3 2026, its #184 holding.
  • Avidian Wealth Enterprises first reported a position in First Trust Morningstar Dividend Leaders Index Fund in Q4 2022 and has held it in 16 quarters since.
  • Avidian Wealth Enterprises's First Trust Morningstar Dividend Leaders Index Fund position peaked at $2.71M in Q1 2026.
  • 20 funds tracked by Wall St. Rank held First Trust Morningstar Dividend Leaders Index Fund as of Q3 2026.

Based on Avidian Wealth Enterprises's 13F filing for Q3 2026, filed 8 Oct 2026.