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Buck Wealth Strategies’s First Trust Morningstar Dividend Leaders Index Fund FDL Stock Holding History

Buck Wealth Strategies’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 		$16.1K Buy
+331
New +$16.5K ﹤0.01% 508

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

Buck Wealth Strategies's FDL Position: Q2 2026 in Review

Buck Wealth Strategies opened a new position in First Trust Morningstar Dividend Leaders Index Fund (FDL) in Q2 2026: 331 shares worth $16.1K. The stake represents ﹤0.01% of the portfolio and ranks #508 among its holdings.

332 funds tracked by Wall St. Rank hold FDL as of Q2 2026.

  • Buck Wealth Strategies held 331 shares of First Trust Morningstar Dividend Leaders Index Fund worth $16.1K as of Q2 2026.
  • First Trust Morningstar Dividend Leaders Index Fund was a new Buck Wealth Strategies position in Q2 2026.
  • First Trust Morningstar Dividend Leaders Index Fund made up ﹤0.01% of Buck Wealth Strategies's portfolio in Q2 2026, its #508 holding.
  • 332 funds tracked by Wall St. Rank held First Trust Morningstar Dividend Leaders Index Fund as of Q2 2026.

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