Center for Wealth Management Advisory’s First Trust Morningstar Dividend Leaders Index Fund FDL Stock Holding History
Bought
Maintained
Sold
Other funds holding FDL
Center for Wealth Management Advisory's FDL Position: Q1 2026 in Review
Center for Wealth Management Advisory reduced its First Trust Morningstar Dividend Leaders Index Fund (FDL) stake by 0.21% in Q1 2026, selling an estimated $29.4K and leaving 284,409 shares worth $14.4M. The position accounts for 10.4% of the portfolio, ranked #2.
Center for Wealth Management Advisory first reported a position in FDL in Q4 2025 and has held it in 2 quarters since. 501 funds tracked by Wall St. Rank hold FDL as of Q1 2026.
- Center for Wealth Management Advisory held 284,409 shares of First Trust Morningstar Dividend Leaders Index Fund worth $14.4M as of Q1 2026.
- Center for Wealth Management Advisory sold 601 First Trust Morningstar Dividend Leaders Index Fund shares in Q1 2026, an estimated $29.4K.
- First Trust Morningstar Dividend Leaders Index Fund made up 10.4% of Center for Wealth Management Advisory's portfolio in Q1 2026, its #2 holding.
- Center for Wealth Management Advisory first reported a position in First Trust Morningstar Dividend Leaders Index Fund in Q4 2025 and has held it in 2 quarters since.
- 501 funds tracked by Wall St. Rank held First Trust Morningstar Dividend Leaders Index Fund as of Q1 2026.
Based on Center for Wealth Management Advisory's 13F filing for Q1 2026, filed 24 Apr 2026.