Creative Financial Designs’s First Trust Morningstar Dividend Leaders Index Fund FDL Stock Holding History

Creative Financial Designs’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	$163K	Sell	3,357 -485	-13%	-$24.2K	0.01%	654
2026 Q1	$195K	Sell	3,842 -228	-6%	-$11.1K	0.01%	525
2025 Q4	$180K	Sell	4,070 -2,802	-41%	-$122K	0.01%	489
2025 Q3	$298K	Sell	6,872 -25,279	-79%	-$1.1M	0.02%	403
2025 Q2	$1.35M	Buy	32,151 +556	+2%	+$23K	0.1%	181
2025 Q1	$1.37M	Sell	31,595 -4,978	-14%	-$210K	0.11%	155
2024 Q4	$1.47M	Buy	36,573 +23,191	+173%	+$973K	0.12%	146
2024 Q3	$561K	Sell	13,382 -8,254	-38%	-$333K	0.05%	271
2024 Q2	$821K	Sell	21,636 -66,735	-76%	-$2.53M	0.07%	204
2024 Q1	$3.4M	Buy	88,371 +1,990	+2%	+$72.8K	0.32%	70
2023 Q4	$3.1M	Sell	86,381 -5,718	-6%	-$194K	0.31%	68
2023 Q3	$3.08M	Sell	92,099 -1,955	-2%	-$67.8K	0.36%	65
2023 Q2	$3.2M	Buy	94,054 +4,815	+5%	+$167K	0.38%	61
2023 Q1	$3.17M	Buy	+89,239	New	+$3.26M	0.41%	61
2020 Q4	–	Sell	-417	Closed	-$11K	–	1249
2020 Q3	$11K	Buy	417 +5	+1%	+$132	﹤0.01%	782
2020 Q2	$10K	Buy	412 +6	+1%	+$149	﹤0.01%	750
2020 Q1	$9K	Sell	406 -83	-17%	-$2.39K	﹤0.01%	352
2019 Q4	$16K	Buy	489 +92	+23%	+$2.93K	0.01%	350
2019 Q3	$12K	Buy	397 +5	+1%	+$153	0.01%	388
2019 Q2	$12K	Buy	392 +3	+0.8%	+$91	0.01%	385
2019 Q1	$12K	Buy	389 +3	+0.8%	+$87	0.01%	370
2018 Q4	$11K	Buy	386 +5	+1%	+$145	0.01%	349
2018 Q3	$11K	Buy	381 +3	+0.8%	+$88	0.01%	422
2018 Q2	$11K	Buy	378 +4	+1%	+$114	0.01%	452
2018 Q1	$11K	Buy	374 +3	+0.8%	+$88	0.01%	415
2017 Q4	$11K	Sell	371 -27,285	-99%	-$803K	0.01%	393
2017 Q3	$803K	Buy	27,656 +516	+2%	+$14.7K	0.46%	60
2017 Q2	$763K	Buy	27,140 +3,454	+15%	+$98.6K	0.49%	59
2017 Q1	$682K	Buy	23,686 +19,987	+540%	+$571K	0.49%	59
2016 Q4	$103K	Buy	+3,699	New	+$100K	0.08%	173

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

Creative Financial Designs's FDL Position: Q2 2026 in Review

Creative Financial Designs reduced its First Trust Morningstar Dividend Leaders Index Fund (FDL) stake by 13% in Q2 2026, selling an estimated $24.2K and leaving 3,357 shares worth $163K. The position accounts for 0.01% of the portfolio, ranked #654.

Creative Financial Designs first reported a position in FDL in Q4 2016 and has held it in 30 quarters since. The position peaked at $3.4M in Q1 2024. 494 funds tracked by Wall St. Rank hold FDL as of Q2 2026.

Creative Financial Designs held 3,357 shares of First Trust Morningstar Dividend Leaders Index Fund worth $163K as of Q2 2026.
Creative Financial Designs sold 485 First Trust Morningstar Dividend Leaders Index Fund shares in Q2 2026, an estimated $24.2K.
First Trust Morningstar Dividend Leaders Index Fund made up 0.01% of Creative Financial Designs's portfolio in Q2 2026, its #654 holding.
Creative Financial Designs first reported a position in First Trust Morningstar Dividend Leaders Index Fund in Q4 2016 and has held it in 30 quarters since.
Creative Financial Designs's First Trust Morningstar Dividend Leaders Index Fund position peaked at $3.4M in Q1 2024.
494 funds tracked by Wall St. Rank held First Trust Morningstar Dividend Leaders Index Fund as of Q2 2026.

Based on Creative Financial Designs's 13F filing for Q2 2026, filed 28 Jul 2026.