CA
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
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

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Crumly & Associates's FDL Position: Q2 2026 in Review

Crumly & Associates increased its First Trust Morningstar Dividend Leaders Index Fund (FDL) stake by 6.1% in Q2 2026, buying an estimated $56.1K and bringing the position to 19,647 shares worth $956K. The position accounts for 0.18% of the portfolio, ranked #78.

Crumly & Associates first reported a position in FDL in Q4 2022 and has held it in 15 quarters since. The position peaked at $4.62M in Q3 2023. 495 funds tracked by Wall St. Rank hold FDL as of Q2 2026.

  • Crumly & Associates held 19,647 shares of First Trust Morningstar Dividend Leaders Index Fund worth $956K as of Q2 2026.
  • Crumly & Associates bought 1,124 First Trust Morningstar Dividend Leaders Index Fund shares in Q2 2026, an estimated $56.1K.
  • First Trust Morningstar Dividend Leaders Index Fund made up 0.18% of Crumly & Associates's portfolio in Q2 2026, its #78 holding.
  • Crumly & Associates first reported a position in First Trust Morningstar Dividend Leaders Index Fund in Q4 2022 and has held it in 15 quarters since.
  • Crumly & Associates's First Trust Morningstar Dividend Leaders Index Fund position peaked at $4.62M in Q3 2023.
  • 495 funds tracked by Wall St. Rank held First Trust Morningstar Dividend Leaders Index Fund as of Q2 2026.

Based on Crumly & Associates's 13F filing for Q2 2026, filed 8 Jul 2026.