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Beacon Pointe Advisors’s First Trust Morningstar Dividend Leaders Index Fund FDL Stock Holding History

Beacon Pointe 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 		$712K Buy
14,625
+9,657
+194% +$482K ﹤0.01% 1181
2026
Q1 		$252K Buy
+4,968
New +$243K ﹤0.01% 1627
2025
Q3 		– Sell
-6,907
Closed -$289K – 1426
2025
Q2 		$289K Buy
6,907
+48
+0.7% +$1.98K ﹤0.01% 1064
2025
Q1 		$298K Buy
6,859
+723
+12% +$30.6K ﹤0.01% 1027
2024
Q4 		$247K Buy
+6,136
New +$258K ﹤0.01% 1079
2024
Q2 		– Sell
-6,045
Closed -$233K – 1313
2024
Q1 		$233K Sell
6,045
-107
-2% -$3.92K ﹤0.01% 1201
2023
Q4 		$221K Sell
6,152
-2,768
-31% -$93.8K ﹤0.01% 1185
2023
Q3 		$298K Buy
+8,920
New +$309K ﹤0.01% 1069
2021
Q4 		– Sell
-6,571
Closed -$215K – 957
2021
Q3 		$215K Hold
6,571
– – 0.01% 834
2021
Q2 		$218K Sell
6,571
-125
-2% -$4.25K 0.01% 771
2021
Q1 		$219K Buy
+6,696
New +$208K 0.01% 473
2020
Q4 		– Sell
-15,713
Closed -$409K – 515
2020
Q3 		$409K Sell
15,713
-7,189
-31% -$190K 0.04% 254
2020
Q2 		$580K Sell
22,902
-3,336
-13% -$83K 0.06% 215
2020
Q1 		$585K Buy
+26,238
New +$757K 0.09% 159

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

Beacon Pointe Advisors's FDL Position: Q2 2026 in Review

Beacon Pointe Advisors increased its First Trust Morningstar Dividend Leaders Index Fund (FDL) stake by 194% in Q2 2026, buying an estimated $482K and bringing the position to 14,625 shares worth $712K. The position accounts for ﹤0.01% of the portfolio, ranked #1181.

Beacon Pointe Advisors first reported a position in FDL in Q1 2020 and has held it in 14 quarters since. 495 funds tracked by Wall St. Rank hold FDL as of Q2 2026.

  • Beacon Pointe Advisors held 14,625 shares of First Trust Morningstar Dividend Leaders Index Fund worth $712K as of Q2 2026.
  • Beacon Pointe Advisors bought 9,657 First Trust Morningstar Dividend Leaders Index Fund shares in Q2 2026, an estimated $482K.
  • First Trust Morningstar Dividend Leaders Index Fund made up ﹤0.01% of Beacon Pointe Advisors's portfolio in Q2 2026, its #1181 holding.
  • Beacon Pointe Advisors first reported a position in First Trust Morningstar Dividend Leaders Index Fund in Q1 2020 and has held it in 14 quarters since.
  • 495 funds tracked by Wall St. Rank held First Trust Morningstar Dividend Leaders Index Fund as of Q2 2026.

Based on Beacon Pointe Advisors's 13F filing for Q2 2026, filed 18 Aug 2026.