Crux Wealth Advisors’s First Trust Morningstar Dividend Leaders Index Fund FDL Stock Holding History

Crux Wealth Advisors’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	$813K	Buy	16,702 +9,591	+135%	+$479K	0.28%	89
2026 Q1	$361K	Buy	7,111 +1,216	+21%	+$59.4K	0.14%	133
2025 Q4	$261K	Sell	5,895 -1,929	-25%	-$84K	0.1%	151
2025 Q3	$340K	Buy	7,824 +978	+14%	+$42.4K	0.13%	133
2025 Q2	$287K	Buy	6,846 +74	+1%	+$3.06K	0.12%	142
2025 Q1	$294K	Buy	+6,772	New	+$286K	0.15%	140

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

Crux Wealth Advisors's FDL Position: Q2 2026 in Review

Crux Wealth Advisors increased its First Trust Morningstar Dividend Leaders Index Fund (FDL) stake by 135% in Q2 2026, buying an estimated $479K and bringing the position to 16,702 shares worth $813K. The position accounts for 0.28% of the portfolio, ranked #89.

Crux Wealth Advisors first reported a position in FDL in Q1 2025 and has held it in 6 quarters since. 495 funds tracked by Wall St. Rank hold FDL as of Q2 2026.

Crux Wealth Advisors held 16,702 shares of First Trust Morningstar Dividend Leaders Index Fund worth $813K as of Q2 2026.
Crux Wealth Advisors bought 9,591 First Trust Morningstar Dividend Leaders Index Fund shares in Q2 2026, an estimated $479K.
First Trust Morningstar Dividend Leaders Index Fund made up 0.28% of Crux Wealth Advisors's portfolio in Q2 2026, its #89 holding.
Crux Wealth Advisors first reported a position in First Trust Morningstar Dividend Leaders Index Fund in Q1 2025 and has held it in 6 quarters since.
495 funds tracked by Wall St. Rank held First Trust Morningstar Dividend Leaders Index Fund as of Q2 2026.

Based on Crux Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.