BCS Wealth Management’s First Trust Morningstar Dividend Leaders Index Fund FDL Stock Holding History

BCS Wealth Management’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 Q1	–	Sell	-7,108	Closed	-$315K	–	284
2025 Q4	$315K	Buy	+7,108	New	+$310K	0.03%	286
2025 Q3	–	Sell	-5,267	Closed	-$221K	–	258
2025 Q2	$221K	Sell	5,267 -120	-2%	-$4.96K	0.05%	239
2025 Q1	$234K	Sell	5,387 -114	-2%	-$4.82K	0.06%	220
2024 Q4	$221K	Buy	+5,501	New	+$231K	0.06%	237
2024 Q2	–	Sell	-8,180	Closed	-$315K	–	168
2024 Q1	$315K	Sell	8,180 -71	-0.9%	-$2.6K	0.1%	185
2023 Q4	$296K	Buy	8,251 +1,280	+18%	+$43.4K	0.11%	169
2023 Q3	$233K	Buy	+6,971	New	+$242K	0.1%	176
2023 Q2	–	Sell	-6,971	Closed	-$247K	–	127
2023 Q1	$247K	Hold	6,971	–	–	0.11%	133
2022 Q4	$255K	Hold	6,971	–	–	0.11%	158
2022 Q3	$224K	Hold	6,971	–	–	0.11%	165
2022 Q2	$246K	Hold	6,971	–	–	0.11%	152
2022 Q1	$261K	Hold	6,971	–	–	0.11%	160
2021 Q4	$248K	Hold	6,971	–	–	0.09%	178
2021 Q3	$228K	Hold	6,971	–	–	0.1%	159
2021 Q2	$231K	Sell	6,971 -790	-10%	-$26.8K	0.12%	141
2021 Q1	$254K	Hold	7,761	–	–	0.12%	134
2020 Q4	$230K	Hold	7,761	–	–	0.12%	125
2020 Q3	$202K	Buy	+7,761	New	+$206K	0.11%	122
2020 Q1	–	Sell	-7,761	Closed	-$253K	–	113
2019 Q4	$253K	Buy	+7,761	New	+$247K	0.17%	92

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 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

BCS Wealth Management's FDL Position: Q1 2026 in Review

BCS Wealth Management sold out of First Trust Morningstar Dividend Leaders Index Fund (FDL) in Q1 2026, closing a stake of 7,108 shares — an estimated $315K sold.

BCS Wealth Management first reported a position in FDL in Q4 2019 and held it in 19 quarters. The position peaked at $315K in Q4 2025. 504 funds tracked by Wall St. Rank hold FDL as of Q1 2026.

BCS Wealth Management reported no remaining First Trust Morningstar Dividend Leaders Index Fund position as of Q1 2026 after selling out during the quarter.
BCS Wealth Management sold 7,108 First Trust Morningstar Dividend Leaders Index Fund shares in Q1 2026, an estimated $315K.
BCS Wealth Management first reported a position in First Trust Morningstar Dividend Leaders Index Fund in Q4 2019 and held it in 19 quarters.
BCS Wealth Management's First Trust Morningstar Dividend Leaders Index Fund position peaked at $315K in Q4 2025.
504 funds tracked by Wall St. Rank held First Trust Morningstar Dividend Leaders Index Fund as of Q1 2026.

Based on BCS Wealth Management's 13F filing for Q1 2026, filed 17 Apr 2026.