Copia Wealth Management’s First Trust Morningstar Dividend Leaders Index Fund FDL Stock Holding History

Copia Wealth 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	$15.5K	Hold	318	–	–	0.01%	302
2026 Q1	$16.2K	Hold	318	–	–	0.01%	280
2025 Q4	$14.1K	Hold	318	–	–	0.01%	293
2025 Q3	$13.8K	Hold	318	–	–	0.01%	289
2025 Q2	$13.3K	Hold	318	–	–	0.01%	269
2025 Q1	$13.8K	Hold	318	–	–	0.01%	249
2024 Q4	$12.8K	Buy	+318	New	+$13.3K	0.01%	238

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

Copia Wealth Management's FDL Position: Q2 2026 in Review

Copia Wealth Management held its First Trust Morningstar Dividend Leaders Index Fund (FDL) position steady in Q2 2026 at 318 shares worth $15.5K. The position accounts for 0.01% of the portfolio, ranked #302.

Copia Wealth Management first reported a position in FDL in Q4 2024 and has held it in 7 quarters since. The position peaked at $16.2K in Q1 2026. 494 funds tracked by Wall St. Rank hold FDL as of Q2 2026.

Copia Wealth Management held 318 shares of First Trust Morningstar Dividend Leaders Index Fund worth $15.5K as of Q2 2026.
Copia Wealth Management left its First Trust Morningstar Dividend Leaders Index Fund share count unchanged in Q2 2026.
First Trust Morningstar Dividend Leaders Index Fund made up 0.01% of Copia Wealth Management's portfolio in Q2 2026, its #302 holding.
Copia Wealth Management first reported a position in First Trust Morningstar Dividend Leaders Index Fund in Q4 2024 and has held it in 7 quarters since.
Copia Wealth Management's First Trust Morningstar Dividend Leaders Index Fund position peaked at $16.2K in Q1 2026.
494 funds tracked by Wall St. Rank held First Trust Morningstar Dividend Leaders Index Fund as of Q2 2026.

Based on Copia Wealth Management's 13F filing for Q2 2026, filed 18 Aug 2026.