Darwin Wealth Management’s First Trust Morningstar Dividend Leaders Index Fund FDL Stock Holding History

Darwin Wealth Management’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	$179K	Sell	3,673 -215	-6%	-$10.7K	0.05%	144
2026 Q1	$198K	Sell	3,888 -37	-0.9%	-$1.81K	0.06%	135
2025 Q4	$174K	Buy	3,925 +18	+0.5%	+$784	0.05%	140
2025 Q3	$170K	Buy	3,907 +20	+0.5%	+$867	0.05%	140
2025 Q2	$163K	Buy	3,887 +36	+0.9%	+$1.49K	0.06%	137
2025 Q1	$155K	Hold	3,851	–	–	0.05%	149
2024 Q4	$155K	Buy	3,851 +16	+0.4%	+$672	0.05%	149
2024 Q3	$161K	Buy	+3,835	New	+$155K	0.04%	159
2023 Q4	–	Sell	-12,279	Closed	-$411K	–	145
2023 Q3	$411K	Sell	12,279 -1,135	-8%	-$39.3K	0.11%	100
2023 Q2	$461K	Buy	13,414 +3,213	+31%	+$111K	0.12%	97
2023 Q1	$370K	Buy	+10,201	New	+$373K	0.1%	107
2020 Q2	–	Sell	-8,581	Closed	-$191K	–	348
2020 Q1	$191K	Sell	8,581 -915	-10%	-$26.4K	0.06%	132
2019 Q4	$309K	Buy	9,496 +2,614	+38%	+$83.2K	0.08%	125
2019 Q3	$214K	Buy	6,882 +15	+0.2%	+$458	0.06%	138
2019 Q2	$210K	Buy	6,867 +11	+0.2%	+$332	0.07%	139
2019 Q1	$207K	Buy	+6,856	New	+$199K	0.07%	139

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

Darwin Wealth Management's FDL Position: Q2 2026 in Review

Darwin Wealth Management reduced its First Trust Morningstar Dividend Leaders Index Fund (FDL) stake by 5.5% in Q2 2026, selling an estimated $10.7K and leaving 3,673 shares worth $179K. The position accounts for 0.05% of the portfolio, ranked #144.

Darwin Wealth Management first reported a position in FDL in Q1 2019 and has held it in 16 quarters since. The position peaked at $461K in Q2 2023. 495 funds tracked by Wall St. Rank hold FDL as of Q2 2026.

Darwin Wealth Management held 3,673 shares of First Trust Morningstar Dividend Leaders Index Fund worth $179K as of Q2 2026.
Darwin Wealth Management sold 215 First Trust Morningstar Dividend Leaders Index Fund shares in Q2 2026, an estimated $10.7K.
First Trust Morningstar Dividend Leaders Index Fund made up 0.05% of Darwin Wealth Management's portfolio in Q2 2026, its #144 holding.
Darwin Wealth Management first reported a position in First Trust Morningstar Dividend Leaders Index Fund in Q1 2019 and has held it in 16 quarters since.
Darwin Wealth Management's First Trust Morningstar Dividend Leaders Index Fund position peaked at $461K in Q2 2023.
495 funds tracked by Wall St. Rank held First Trust Morningstar Dividend Leaders Index Fund as of Q2 2026.

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