Clear Creek Financial Management’s First Trust Morningstar Dividend Leaders Index Fund FDL Stock Holding History

Clear Creek Financial Management’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	$1.41M	Sell	28,895 -4,707	-14%	-$235K	0.09%	227
2026 Q1	$1.71M	Buy	33,602 +8,330	+33%	+$407K	0.13%	168
2025 Q4	$1.12M	Sell	25,272 -1,159	-4%	-$50.5K	0.09%	216
2025 Q3	$1.15M	Sell	26,431 -109	-0.4%	-$4.72K	0.1%	212
2025 Q2	$1.11M	Buy	26,540 +2,117	+9%	+$87.4K	0.11%	205
2025 Q1	$1.06M	Buy	24,423 +3,097	+15%	+$131K	0.11%	184
2024 Q4	$859K	Buy	+21,326	New	+$895K	0.09%	214

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

Clear Creek Financial Management's FDL Position: Q2 2026 in Review

Clear Creek Financial Management reduced its First Trust Morningstar Dividend Leaders Index Fund (FDL) stake by 14% in Q2 2026, selling an estimated $235K and leaving 28,895 shares worth $1.41M. The position accounts for 0.09% of the portfolio, ranked #227.

Clear Creek Financial Management first reported a position in FDL in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.71M in Q1 2026. 495 funds tracked by Wall St. Rank hold FDL as of Q2 2026.

Clear Creek Financial Management held 28,895 shares of First Trust Morningstar Dividend Leaders Index Fund worth $1.41M as of Q2 2026.
Clear Creek Financial Management sold 4,707 First Trust Morningstar Dividend Leaders Index Fund shares in Q2 2026, an estimated $235K.
First Trust Morningstar Dividend Leaders Index Fund made up 0.09% of Clear Creek Financial Management's portfolio in Q2 2026, its #227 holding.
Clear Creek Financial Management first reported a position in First Trust Morningstar Dividend Leaders Index Fund in Q4 2024 and has held it in 7 quarters since.
Clear Creek Financial Management's First Trust Morningstar Dividend Leaders Index Fund position peaked at $1.71M in Q1 2026.
495 funds tracked by Wall St. Rank held First Trust Morningstar Dividend Leaders Index Fund as of Q2 2026.

Based on Clear Creek Financial Management's 13F filing for Q2 2026, filed 28 Jul 2026.