CX Institutional’s First Trust Morningstar Dividend Leaders Index Fund FDL Stock Holding History

CX Institutional’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	$34K	Buy	697 +8	+1%	+$412	﹤0.01%	1095
2026 Q2	$34K	Buy	689 +6	+0.9%	+$299	﹤0.01%	1047
2026 Q1	$35K	Sell	683 -20	-3%	-$977	﹤0.01%	1021
2025 Q4	$31K	Sell	703 -207	-23%	-$9.02K	﹤0.01%	1049
2025 Q3	$39K	Buy	+910	New	+$39.4K	﹤0.01%	979

Other funds holding FDL

TRUE Private Wealth Advisors Salem, Oregon $1.18B AUM 28.67% 1-Year Est. Return

SEP

Southland Equity Partners Wildwood, Missouri $583M AUM 16.78% 1-Year Est. Return

Beacon Financial Group Dallas, Texas $1.11B AUM 15.9% 1-Year Est. Return

Center for Wealth Management Advisory Milford, Ohio $161M AUM 25.38% 1-Year Est. Return

Manchester Financial Westlake Village, California $565M AUM 15.04% 1-Year Est. Return

McAdam LLC Philadelphia, Pennsylvania $2.66B AUM 14.82% 1-Year Est. Return

HPC

Hobart Private Capital Charlotte, North Carolina $591M AUM 14.82% 1-Year Est. Return

Summit Financial Wealth Advisors Lafayette, Louisiana $807M AUM 19.93% 1-Year Est. Return

Next Level Private Harrison, New York $520M AUM 19.06% 1-Year Est. Return

Perryman Financial Advisory Dallas, Texas $791M AUM 21.08% 1-Year Est. Return

CX Institutional's FDL Position: Q3 2026 in Review

CX Institutional increased its First Trust Morningstar Dividend Leaders Index Fund (FDL) stake by 1.2% in Q3 2026, buying an estimated $412 and bringing the position to 697 shares worth $34K. The position accounts for ﹤0.01% of the portfolio, ranked #1095.

CX Institutional first reported a position in FDL in Q3 2025 and has held it in 5 quarters since. The position peaked at $39K in Q3 2025. 136 funds tracked by Wall St. Rank hold FDL as of Q3 2026.

CX Institutional held 697 shares of First Trust Morningstar Dividend Leaders Index Fund worth $34K as of Q3 2026.
CX Institutional bought 8 First Trust Morningstar Dividend Leaders Index Fund shares in Q3 2026, an estimated $412.
First Trust Morningstar Dividend Leaders Index Fund made up ﹤0.01% of CX Institutional's portfolio in Q3 2026, its #1095 holding.
CX Institutional first reported a position in First Trust Morningstar Dividend Leaders Index Fund in Q3 2025 and has held it in 5 quarters since.
CX Institutional's First Trust Morningstar Dividend Leaders Index Fund position peaked at $39K in Q3 2025.
136 funds tracked by Wall St. Rank held First Trust Morningstar Dividend Leaders Index Fund as of Q3 2026.

Based on CX Institutional's 13F filing for Q3 2026, filed 2 Oct 2026.