Bond & Devick Financial Network’s First Trust Morningstar Dividend Leaders Index Fund FDL Stock Holding History

Bond & Devick Financial Network’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	$229K	Sell	4,701 -810	-15%	-$40.4K	0.06%	188
2026 Q1	$280K	Hold	5,511	–	–	0.08%	157
2025 Q4	$244K	Hold	5,511	–	–	0.07%	162
2025 Q3	$239K	Hold	5,511	–	–	0.07%	159
2025 Q2	$231K	Hold	5,511	–	–	0.08%	151
2025 Q1	$239K	Hold	5,511	–	–	0.09%	142
2024 Q4	$231K	Hold	5,511	–	–	0.1%	145
2024 Q3	$231K	Hold	5,511	–	–	0.1%	145
2024 Q2	$209K	Hold	5,511	–	–	0.11%	143
2024 Q1	$212K	Buy	+5,511	New	+$202K	0.12%	138
2023 Q1	–	Sell	-5,511	Closed	-$201K	–	128
2022 Q4	$201K	Buy	+5,511	New	+$199K	0.14%	123

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

Bond & Devick Financial Network's FDL Position: Q2 2026 in Review

Bond & Devick Financial Network reduced its First Trust Morningstar Dividend Leaders Index Fund (FDL) stake by 15% in Q2 2026, selling an estimated $40.4K and leaving 4,701 shares worth $229K. The position accounts for 0.06% of the portfolio, ranked #188.

Bond & Devick Financial Network first reported a position in FDL in Q4 2022 and has held it in 11 quarters since. The position peaked at $280K in Q1 2026. 495 funds tracked by Wall St. Rank hold FDL as of Q2 2026.

Bond & Devick Financial Network held 4,701 shares of First Trust Morningstar Dividend Leaders Index Fund worth $229K as of Q2 2026.
Bond & Devick Financial Network sold 810 First Trust Morningstar Dividend Leaders Index Fund shares in Q2 2026, an estimated $40.4K.
First Trust Morningstar Dividend Leaders Index Fund made up 0.06% of Bond & Devick Financial Network's portfolio in Q2 2026, its #188 holding.
Bond & Devick Financial Network first reported a position in First Trust Morningstar Dividend Leaders Index Fund in Q4 2022 and has held it in 11 quarters since.
Bond & Devick Financial Network's First Trust Morningstar Dividend Leaders Index Fund position peaked at $280K in Q1 2026.
495 funds tracked by Wall St. Rank held First Trust Morningstar Dividend Leaders Index Fund as of Q2 2026.

Based on Bond & Devick Financial Network's 13F filing for Q2 2026, filed 16 Jul 2026.