AWE
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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
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

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

Avidian Wealth Enterprises's FDL Position: Q2 2026 in Review

Avidian Wealth Enterprises reduced its First Trust Morningstar Dividend Leaders Index Fund (FDL) stake by 3.2% in Q2 2026, selling an estimated $84.1K and leaving 51,726 shares worth $2.52M. The position accounts for 0.07% of the portfolio, ranked #186.

Avidian Wealth Enterprises first reported a position in FDL in Q4 2022 and has held it in 15 quarters since. The position peaked at $2.71M in Q1 2026. 495 funds tracked by Wall St. Rank hold FDL as of Q2 2026.

  • Avidian Wealth Enterprises held 51,726 shares of First Trust Morningstar Dividend Leaders Index Fund worth $2.52M as of Q2 2026.
  • Avidian Wealth Enterprises sold 1,685 First Trust Morningstar Dividend Leaders Index Fund shares in Q2 2026, an estimated $84.1K.
  • First Trust Morningstar Dividend Leaders Index Fund made up 0.07% of Avidian Wealth Enterprises's portfolio in Q2 2026, its #186 holding.
  • Avidian Wealth Enterprises first reported a position in First Trust Morningstar Dividend Leaders Index Fund in Q4 2022 and has held it in 15 quarters since.
  • Avidian Wealth Enterprises's First Trust Morningstar Dividend Leaders Index Fund position peaked at $2.71M in Q1 2026.
  • 495 funds tracked by Wall St. Rank held First Trust Morningstar Dividend Leaders Index Fund as of Q2 2026.

Based on Avidian Wealth Enterprises's 13F filing for Q2 2026, filed 24 Jul 2026.