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

Daymark 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	$1.78M	Buy	36,619 +17,564	+92%	+$876K	0.04%	265
2026 Q1	$968K	Sell	19,055 -3,534	-16%	-$173K	0.03%	306
2025 Q4	$1M	Sell	22,589 -512	-2%	-$22.3K	0.03%	287
2025 Q3	$1M	Buy	23,101 +1,255	+6%	+$54.4K	0.03%	284
2025 Q2	$915K	Sell	21,846 -1,614	-7%	-$66.7K	0.03%	275
2025 Q1	$1.02M	Sell	23,460 -5,359	-19%	-$226K	0.04%	239
2024 Q4	$1.16M	Buy	28,819 +4,752	+20%	+$199K	0.05%	220
2024 Q3	$1.01M	Buy	24,067 +644	+3%	+$26K	0.04%	243
2024 Q2	$888K	Buy	+23,423	New	+$889K	0.04%	251

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

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

Daymark Wealth Partners increased its First Trust Morningstar Dividend Leaders Index Fund (FDL) stake by 92% in Q2 2026, buying an estimated $876K and bringing the position to 36,619 shares worth $1.78M. The position accounts for 0.04% of the portfolio, ranked #265.

Daymark Wealth Partners first reported a position in FDL in Q2 2024 and has held it in 9 quarters since. 495 funds tracked by Wall St. Rank hold FDL as of Q2 2026.

Daymark Wealth Partners held 36,619 shares of First Trust Morningstar Dividend Leaders Index Fund worth $1.78M as of Q2 2026.
Daymark Wealth Partners bought 17,564 First Trust Morningstar Dividend Leaders Index Fund shares in Q2 2026, an estimated $876K.
First Trust Morningstar Dividend Leaders Index Fund made up 0.04% of Daymark Wealth Partners's portfolio in Q2 2026, its #265 holding.
Daymark Wealth Partners first reported a position in First Trust Morningstar Dividend Leaders Index Fund in Q2 2024 and has held it in 9 quarters since.
495 funds tracked by Wall St. Rank held First Trust Morningstar Dividend Leaders Index Fund as of Q2 2026.

Based on Daymark Wealth Partners's 13F filing for Q2 2026, filed 31 Jul 2026.