Cyndeo Wealth Partners’s First Trust Morningstar Dividend Leaders Index Fund FDL Stock Holding History

Cyndeo Wealth Partners’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	$279K	Sell	5,736 -7	-0.1%	-$349	0.01%	445
2026 Q1	$292K	Buy	5,743 +39	+0.7%	+$1.91K	0.02%	414
2025 Q4	$253K	Buy	5,704 +27	+0.5%	+$1.18K	0.01%	426
2025 Q3	$246K	Sell	5,677 -227	-4%	-$9.84K	0.01%	429
2025 Q2	$247K	Sell	5,904 -1,078	-15%	-$44.5K	0.01%	424
2025 Q1	$303K	Buy	6,982 +56	+0.8%	+$2.37K	0.02%	365
2024 Q4	$279K	Buy	6,926 +892	+15%	+$37.4K	0.02%	375
2024 Q3	$253K	Buy	+6,034	New	+$243K	0.02%	400

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

Cyndeo Wealth Partners's FDL Position: Q2 2026 in Review

Cyndeo Wealth Partners reduced its First Trust Morningstar Dividend Leaders Index Fund (FDL) stake by 0.12% in Q2 2026, selling an estimated $349 and leaving 5,736 shares worth $279K. The position accounts for 0.01% of the portfolio, ranked #445.

Cyndeo Wealth Partners first reported a position in FDL in Q3 2024 and has held it in 8 quarters since. The position peaked at $303K in Q1 2025. 495 funds tracked by Wall St. Rank hold FDL as of Q2 2026.

Cyndeo Wealth Partners held 5,736 shares of First Trust Morningstar Dividend Leaders Index Fund worth $279K as of Q2 2026.
Cyndeo Wealth Partners sold 7 First Trust Morningstar Dividend Leaders Index Fund shares in Q2 2026, an estimated $349.
First Trust Morningstar Dividend Leaders Index Fund made up 0.01% of Cyndeo Wealth Partners's portfolio in Q2 2026, its #445 holding.
Cyndeo Wealth Partners first reported a position in First Trust Morningstar Dividend Leaders Index Fund in Q3 2024 and has held it in 8 quarters since.
Cyndeo Wealth Partners's First Trust Morningstar Dividend Leaders Index Fund position peaked at $303K in Q1 2025.
495 funds tracked by Wall St. Rank held First Trust Morningstar Dividend Leaders Index Fund as of Q2 2026.

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