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

Centennial 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 		– Sell
-10,351
Closed -$526K – 82
2026
Q1 		$526K Buy
+10,351
New +$506K 0.67% 41

Other funds holding FDL

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
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

Centennial Advisors's FDL Position: Q2 2026 in Review

Centennial Advisors sold out of First Trust Morningstar Dividend Leaders Index Fund (FDL) in Q2 2026, closing a stake of 10,351 shares — an estimated $526K sold.

Centennial Advisors first reported a position in FDL in Q1 2026 and held it in 1 quarter. The position peaked at $526K in Q1 2026. 281 funds tracked by Wall St. Rank hold FDL as of Q2 2026.

  • Centennial Advisors reported no remaining First Trust Morningstar Dividend Leaders Index Fund position as of Q2 2026 after selling out during the quarter.
  • Centennial Advisors sold 10,351 First Trust Morningstar Dividend Leaders Index Fund shares in Q2 2026, an estimated $526K.
  • Centennial Advisors first reported a position in First Trust Morningstar Dividend Leaders Index Fund in Q1 2026 and held it in 1 quarter.
  • Centennial Advisors's First Trust Morningstar Dividend Leaders Index Fund position peaked at $526K in Q1 2026.
  • 281 funds tracked by Wall St. Rank held First Trust Morningstar Dividend Leaders Index Fund as of Q2 2026.

Based on Centennial Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.