Center for Wealth Management Advisory’s First Trust Morningstar Dividend Leaders Index Fund FDL Stock Holding History

Center for Wealth Management Advisory’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	$14.1M	Buy	289,599 +5,190	+2%	+$259K	8.85%	2
2026 Q1	$14.4M	Sell	284,409 -601	-0.2%	-$29.4K	10.4%	2
2025 Q4	$12.6M	Buy	+285,010	New	+$12.4M	9.31%	2

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

Center for Wealth Management Advisory's FDL Position: Q2 2026 in Review

Center for Wealth Management Advisory increased its First Trust Morningstar Dividend Leaders Index Fund (FDL) stake by 1.8% in Q2 2026, buying an estimated $259K and bringing the position to 289,599 shares worth $14.1M. The position accounts for 8.85% of the portfolio, ranked #2.

Center for Wealth Management Advisory first reported a position in FDL in Q4 2025 and has held it in 3 quarters since. The position peaked at $14.4M in Q1 2026. 495 funds tracked by Wall St. Rank hold FDL as of Q2 2026.

Center for Wealth Management Advisory held 289,599 shares of First Trust Morningstar Dividend Leaders Index Fund worth $14.1M as of Q2 2026.
Center for Wealth Management Advisory bought 5,190 First Trust Morningstar Dividend Leaders Index Fund shares in Q2 2026, an estimated $259K.
First Trust Morningstar Dividend Leaders Index Fund made up 8.85% of Center for Wealth Management Advisory's portfolio in Q2 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 3 quarters since.
Center for Wealth Management Advisory's First Trust Morningstar Dividend Leaders Index Fund position peaked at $14.4M in Q1 2026.
495 funds tracked by Wall St. Rank held First Trust Morningstar Dividend Leaders Index Fund as of Q2 2026.

Based on Center for Wealth Management Advisory's 13F filing for Q2 2026, filed 14 Aug 2026.