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 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

SEP

Southland Equity Partners Wildwood, Missouri $571M AUM 22.77% 1-Year Est. Return

BFG

Beacon Financial Group Dallas, Texas $1.1B AUM 21.5% 1-Year Est. Return

RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return

Manchester Financial Westlake Village, California $563M AUM 21.72% 1-Year Est. Return

SFWA

Summit Financial Wealth Advisors Lafayette, Louisiana $782M AUM 24.35% 1-Year Est. Return

HPC

Hobart Private Capital Charlotte, North Carolina $583M AUM 21.67% 1-Year Est. Return

NLP

Next Level Private Harrison, New York $511M AUM 30.94% 1-Year Est. Return

KCFA

Key Client Fiduciary Advisors Fairfield, New Jersey $347M AUM 35.3% 1-Year Est. Return

JWCA

J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return

JWA

JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return

CX Institutional's FDL Position: Q2 2026 in Review

CX Institutional increased its First Trust Morningstar Dividend Leaders Index Fund (FDL) stake by 0.88% in Q2 2026, buying an estimated $299 and bringing the position to 689 shares worth $34K. The position accounts for ﹤0.01% of the portfolio, ranked #1047.

CX Institutional first reported a position in FDL in Q3 2025 and has held it in 4 quarters since. The position peaked at $39K in Q3 2025. 101 funds tracked by Wall St. Rank hold FDL as of Q2 2026.

CX Institutional held 689 shares of First Trust Morningstar Dividend Leaders Index Fund worth $34K as of Q2 2026.
CX Institutional bought 6 First Trust Morningstar Dividend Leaders Index Fund shares in Q2 2026, an estimated $299.
First Trust Morningstar Dividend Leaders Index Fund made up ﹤0.01% of CX Institutional's portfolio in Q2 2026, its #1047 holding.
CX Institutional first reported a position in First Trust Morningstar Dividend Leaders Index Fund in Q3 2025 and has held it in 4 quarters since.
CX Institutional's First Trust Morningstar Dividend Leaders Index Fund position peaked at $39K in Q3 2025.
101 funds tracked by Wall St. Rank held First Trust Morningstar Dividend Leaders Index Fund as of Q2 2026.

Based on CX Institutional's 13F filing for Q2 2026, filed 2 Jul 2026.