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FDL icon

Crumly & Associates’s First Trust Morningstar Dividend Leaders Index Fund FDL Stock Holding History

Crumly & Associates’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
Q3 		$959K Sell
19,524
-123
-0.6% -$6.34K 0.17% 83
2026
Q2 		$956K Buy
19,647
+1,124
+6% +$56.1K 0.18% 78
2026
Q1 		$941K Buy
18,523
+685
+4% +$33.5K 0.2% 74
2025
Q4 		$791K Buy
17,838
+278
+2% +$12.1K 0.17% 83
2025
Q3 		$762K Sell
17,560
-2,445
-12% -$106K 0.17% 83
2025
Q2 		$838K Sell
20,005
-3,246
-14% -$134K 0.2% 69
2025
Q1 		$1.01M Buy
23,251
+4,657
+25% +$197K 0.28% 57
2024
Q4 		$749K Sell
18,594
-16,102
-46% -$676K 0.2% 71
2024
Q3 		$1.46M Sell
34,696
-2,707
-7% -$109K 0.4% 51
2024
Q2 		$1.42M Sell
37,403
-2,498
-6% -$94.8K 0.41% 47
2024
Q1 		$1.54M Sell
39,901
-66,104
-62% -$2.42M 0.4% 49
2023
Q4 		$3.8M Sell
106,005
-32,135
-23% -$1.09M 1.11% 29
2023
Q3 		$4.62M Buy
138,140
+4,294
+3% +$149K 1.81% 20
2023
Q2 		$4.55M Buy
133,846
+56,607
+73% +$1.96M 1.82% 20
2023
Q1 		$2.74M Buy
77,239
+1,778
+2% +$65K 1.19% 26
2022
Q4 		$2.76M Buy
+75,461
New +$2.72M 1.04% 24

Other funds holding FDL

IRC
Investors Research Corp Atlanta, Georgia $569M AUM 15.41% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
WWA
Wisconsin Wealth Advisors Sun Prairie, Wisconsin $119M AUM 24.32% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return
VAG
VisionPoint Advisory Group Dallas, Texas $636M AUM 21.4% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return
RBWA
RFG - Bristol Wealth Advisors Taunton, Massachusetts $420M AUM 17.18% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
WCG
Weaver Consulting Group Huntington Beach, California $514M AUM 11.69% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return

Crumly & Associates's FDL Position: Q3 2026 in Review

Crumly & Associates reduced its First Trust Morningstar Dividend Leaders Index Fund (FDL) stake by 0.63% in Q3 2026, selling an estimated $6.34K and leaving 19,524 shares worth $959K. The position accounts for 0.17% of the portfolio, ranked #83.

Crumly & Associates first reported a position in FDL in Q4 2022 and has held it in 16 quarters since. The position peaked at $4.62M in Q3 2023. 20 funds tracked by Wall St. Rank hold FDL as of Q3 2026.

  • Crumly & Associates held 19,524 shares of First Trust Morningstar Dividend Leaders Index Fund worth $959K as of Q3 2026.
  • Crumly & Associates sold 123 First Trust Morningstar Dividend Leaders Index Fund shares in Q3 2026, an estimated $6.34K.
  • First Trust Morningstar Dividend Leaders Index Fund made up 0.17% of Crumly & Associates's portfolio in Q3 2026, its #83 holding.
  • Crumly & Associates first reported a position in First Trust Morningstar Dividend Leaders Index Fund in Q4 2022 and has held it in 16 quarters since.
  • Crumly & Associates's First Trust Morningstar Dividend Leaders Index Fund position peaked at $4.62M in Q3 2023.
  • 20 funds tracked by Wall St. Rank held First Trust Morningstar Dividend Leaders Index Fund as of Q3 2026.

Based on Crumly & Associates's 13F filing for Q3 2026, filed 7 Oct 2026.