Comprehensive Financial Consultants Institutional’s First Trust Morningstar Dividend Leaders Index Fund FDL Stock Holding History

Comprehensive Financial Consultants Institutional’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	$2.63M	Buy	54,138 +82	+0.2%	+$4.09K	0.7%	56
2026 Q1	$2.75M	Sell	54,056 -549	-1%	-$26.8K	0.82%	41
2025 Q4	$2.42M	Buy	54,605 +364	+0.7%	+$15.9K	0.73%	56
2025 Q3	$2.35M	Buy	54,241 +1,019	+2%	+$44.2K	0.73%	51
2025 Q2	$2.23M	Sell	53,222 -595	-1%	-$24.6K	0.73%	52
2025 Q1	$2.34M	Buy	53,817 +4,378	+9%	+$185K	0.83%	44
2024 Q4	$1.99M	Buy	49,439 +237	+0.5%	+$9.95K	0.72%	48
2024 Q3	$2.06M	Sell	49,202 -2,179	-4%	-$87.9K	0.75%	51
2024 Q2	$1.95M	Sell	51,381 -243	-0.5%	-$9.22K	0.76%	49
2024 Q1	$1.99M	Buy	51,624 +40,505	+364%	+$1.48M	0.82%	45
2023 Q4	$399K	Buy	11,119 +970	+10%	+$32.9K	0.19%	117
2023 Q3	$339K	Buy	10,149 +1,053	+12%	+$36.5K	0.18%	124
2023 Q2	$309K	Sell	9,096 -248	-3%	-$8.59K	0.16%	129
2023 Q1	$332K	Buy	9,344 +2,364	+34%	+$86.5K	0.19%	127
2022 Q4	$265K	Buy	+6,980	New	+$252K	0.16%	132
2022 Q1	–	Sell	-887	Closed	-$32K	–	249
2021 Q4	$32K	Buy	+887	New	+$30.2K	0.02%	267

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

Comprehensive Financial Consultants Institutional's FDL Position: Q2 2026 in Review

Comprehensive Financial Consultants Institutional increased its First Trust Morningstar Dividend Leaders Index Fund (FDL) stake by 0.15% in Q2 2026, buying an estimated $4.09K and bringing the position to 54,138 shares worth $2.63M. The position accounts for 0.7% of the portfolio, ranked #56.

Comprehensive Financial Consultants Institutional first reported a position in FDL in Q4 2021 and has held it in 16 quarters since. The position peaked at $2.75M in Q1 2026. 494 funds tracked by Wall St. Rank hold FDL as of Q2 2026.

Comprehensive Financial Consultants Institutional held 54,138 shares of First Trust Morningstar Dividend Leaders Index Fund worth $2.63M as of Q2 2026.
Comprehensive Financial Consultants Institutional bought 82 First Trust Morningstar Dividend Leaders Index Fund shares in Q2 2026, an estimated $4.09K.
First Trust Morningstar Dividend Leaders Index Fund made up 0.7% of Comprehensive Financial Consultants Institutional's portfolio in Q2 2026, its #56 holding.
Comprehensive Financial Consultants Institutional first reported a position in First Trust Morningstar Dividend Leaders Index Fund in Q4 2021 and has held it in 16 quarters since.
Comprehensive Financial Consultants Institutional's First Trust Morningstar Dividend Leaders Index Fund position peaked at $2.75M in Q1 2026.
494 funds tracked by Wall St. Rank held First Trust Morningstar Dividend Leaders Index Fund as of Q2 2026.

Based on Comprehensive Financial Consultants Institutional's 13F filing for Q2 2026, filed 15 Jul 2026.