BlueChip Wealth Advisors’s First Trust Morningstar Dividend Leaders Index Fund FDL Stock Holding History

BlueChip Wealth 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	$7.94M	Sell	163,113 -6,595	-4%	-$329K	3.01%	7
2026 Q1	$8.62M	Sell	169,708 -4,816	-3%	-$235K	3.78%	5
2025 Q4	$7.74M	Sell	174,524 -185	-0.1%	-$8.06K	3.25%	6
2025 Q3	$7.58M	Sell	174,709 -11,517	-6%	-$499K	3.24%	6
2025 Q2	$7.8M	Buy	186,226 +2,140	+1%	+$88.4K	3.47%	6
2025 Q1	$8M	Buy	184,086 +19,543	+12%	+$826K	3.93%	5
2024 Q4	$6.62M	Buy	164,543 +7,767	+5%	+$326K	3.67%	6
2024 Q3	$6.58M	Sell	156,776 -494	-0.3%	-$19.9K	3.44%	6
2024 Q2	$5.97M	Buy	157,270 +29,341	+23%	+$1.11M	3.51%	6
2024 Q1	$4.92M	Buy	127,929 +18,315	+17%	+$670K	3.17%	9
2023 Q4	$3.93M	Buy	+109,614	New	+$3.71M	2.76%	9

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

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 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

BlueChip Wealth Advisors's FDL Position: Q2 2026 in Review

BlueChip Wealth Advisors reduced its First Trust Morningstar Dividend Leaders Index Fund (FDL) stake by 3.9% in Q2 2026, selling an estimated $329K and leaving 163,113 shares worth $7.94M. The position accounts for 3.01% of the portfolio, ranked #7.

BlueChip Wealth Advisors first reported a position in FDL in Q4 2023 and has held it in 11 quarters since. The position peaked at $8.62M in Q1 2026. 494 funds tracked by Wall St. Rank hold FDL as of Q2 2026.

BlueChip Wealth Advisors held 163,113 shares of First Trust Morningstar Dividend Leaders Index Fund worth $7.94M as of Q2 2026.
BlueChip Wealth Advisors sold 6,595 First Trust Morningstar Dividend Leaders Index Fund shares in Q2 2026, an estimated $329K.
First Trust Morningstar Dividend Leaders Index Fund made up 3.01% of BlueChip Wealth Advisors's portfolio in Q2 2026, its #7 holding.
BlueChip Wealth Advisors first reported a position in First Trust Morningstar Dividend Leaders Index Fund in Q4 2023 and has held it in 11 quarters since.
BlueChip Wealth Advisors's First Trust Morningstar Dividend Leaders Index Fund position peaked at $8.62M in Q1 2026.
494 funds tracked by Wall St. Rank held First Trust Morningstar Dividend Leaders Index Fund as of Q2 2026.

Based on BlueChip Wealth Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.