Bensler’s First Trust Morningstar Dividend Leaders Index Fund FDL Stock Holding History

Bensler’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	$334K	Buy	6,860 +1,178	+21%	+$58.8K	0.03%	157
2026 Q1	$289K	Buy	5,682 +575	+11%	+$28.1K	0.03%	153
2025 Q4	$226K	Buy	5,107 +270	+6%	+$11.8K	0.02%	167
2025 Q3	$210K	Buy	+4,837	New	+$210K	0.02%	169
2024 Q1	–	Sell	-92,999	Closed	-$3.34M	–	160
2023 Q4	$3.34M	Buy	92,999 +9,548	+11%	+$323K	0.55%	62
2023 Q3	$2.79M	Buy	83,451 +515	+0.6%	+$17.9K	0.54%	63
2023 Q2	$2.82M	Buy	82,936 +249	+0.3%	+$8.63K	0.54%	65
2023 Q1	$2.94M	Buy	82,687 +5,315	+7%	+$194K	0.59%	57
2022 Q4	$2.83M	Buy	77,372 +18,547	+32%	+$668K	0.63%	56
2022 Q3	$1.89M	Buy	58,825 +12,019	+26%	+$429K	0.45%	67
2022 Q2	$1.65M	Buy	+46,806	New	+$1.75M	0.39%	72

Other funds holding FDL

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

Rockport Wealth Fairview Park, Ohio $595M AUM 23.65% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

TPWA

TRUE Private Wealth Advisors Salem, Oregon $1.16B AUM 36.18% 1-Year Est. Return

SEP

Southland Equity Partners Wildwood, Missouri $571M AUM 22.77% 1-Year Est. Return

BFG

Beacon Financial Group Dallas, Texas $1.1B AUM 21.5% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return

Manchester Financial Westlake Village, California $563M AUM 21.72% 1-Year Est. Return

SFWA

Summit Financial Wealth Advisors Lafayette, Louisiana $782M AUM 24.35% 1-Year Est. Return

Bensler's FDL Position: Q2 2026 in Review

Bensler increased its First Trust Morningstar Dividend Leaders Index Fund (FDL) stake by 21% in Q2 2026, buying an estimated $58.8K and bringing the position to 6,860 shares worth $334K. The position accounts for 0.03% of the portfolio, ranked #157.

Bensler first reported a position in FDL in Q2 2022 and has held it in 11 quarters since. The position peaked at $3.34M in Q4 2023. 164 funds tracked by Wall St. Rank hold FDL as of Q2 2026.

Bensler held 6,860 shares of First Trust Morningstar Dividend Leaders Index Fund worth $334K as of Q2 2026.
Bensler bought 1,178 First Trust Morningstar Dividend Leaders Index Fund shares in Q2 2026, an estimated $58.8K.
First Trust Morningstar Dividend Leaders Index Fund made up 0.03% of Bensler's portfolio in Q2 2026, its #157 holding.
Bensler first reported a position in First Trust Morningstar Dividend Leaders Index Fund in Q2 2022 and has held it in 11 quarters since.
Bensler's First Trust Morningstar Dividend Leaders Index Fund position peaked at $3.34M in Q4 2023.
164 funds tracked by Wall St. Rank held First Trust Morningstar Dividend Leaders Index Fund as of Q2 2026.

Based on Bensler's 13F filing for Q2 2026, filed 23 Jul 2026.