BJL
FDL icon

Brighton Jones LLC’s First Trust Morningstar Dividend Leaders Index Fund FDL Stock Holding History

Brighton Jones LLC’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 		$316K Sell
6,491
-11
-0.2% -$549 0.01% 1030
2026
Q1 		$330K Buy
+6,502
New +$318K 0.01% 883
2025
Q4 		– Sell
-6,395
Closed -$278K – 359
2025
Q3 		$278K Buy
6,395
+46
+0.7% +$1.99K 0.01% 842
2025
Q2 		$266K Buy
6,349
+51
+0.8% +$2.11K 0.01% 772
2025
Q1 		$274K Buy
6,298
+38
+0.6% +$1.61K 0.01% 567
2024
Q4 		$252K Buy
6,260
+76
+1% +$3.19K 0.01% 578
2024
Q3 		$259K Buy
+6,184
New +$250K 0.01% 462

Other funds holding FDL

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CAG
Csenge Advisory Group Clearwater, Florida $2.47B AUM 24.93% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
RW
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
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Brighton Jones LLC's FDL Position: Q2 2026 in Review

Brighton Jones LLC reduced its First Trust Morningstar Dividend Leaders Index Fund (FDL) stake by 0.17% in Q2 2026, selling an estimated $549 and leaving 6,491 shares worth $316K. The position accounts for 0.01% of the portfolio, ranked #1030.

Brighton Jones LLC first reported a position in FDL in Q3 2024 and has held it in 7 quarters since. The position peaked at $330K in Q1 2026. 350 funds tracked by Wall St. Rank hold FDL as of Q2 2026.

  • Brighton Jones LLC held 6,491 shares of First Trust Morningstar Dividend Leaders Index Fund worth $316K as of Q2 2026.
  • Brighton Jones LLC sold 11 First Trust Morningstar Dividend Leaders Index Fund shares in Q2 2026, an estimated $549.
  • First Trust Morningstar Dividend Leaders Index Fund made up 0.01% of Brighton Jones LLC's portfolio in Q2 2026, its #1030 holding.
  • Brighton Jones LLC first reported a position in First Trust Morningstar Dividend Leaders Index Fund in Q3 2024 and has held it in 7 quarters since.
  • Brighton Jones LLC's First Trust Morningstar Dividend Leaders Index Fund position peaked at $330K in Q1 2026.
  • 350 funds tracked by Wall St. Rank held First Trust Morningstar Dividend Leaders Index Fund as of Q2 2026.

Based on Brighton Jones LLC's 13F filing for Q2 2026, filed 11 Aug 2026.