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Decker Retirement Planning’s First Trust Morningstar Dividend Leaders Index Fund FDL Stock Holding History

Decker Retirement Planning’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 		$19.5K Buy
+400
New +$20K 0.01% 171

Other funds holding FDL

Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
RW
Rockport Wealth Fairview Park, Ohio $595M AUM 23.65% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
TPWA
TRUE Private Wealth Advisors Salem, Oregon $1.16B AUM 36.18% 1-Year Est. Return
SEP
Southland Equity Partners Wildwood, Missouri $571M AUM 22.77% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return
BFG
Beacon Financial Group Dallas, Texas $1.1B AUM 21.5% 1-Year Est. Return

Decker Retirement Planning's FDL Position: Q2 2026 in Review

Decker Retirement Planning opened a new position in First Trust Morningstar Dividend Leaders Index Fund (FDL) in Q2 2026: 400 shares worth $19.5K. The stake represents 0.01% of the portfolio and ranks #171 among its holdings.

200 funds tracked by Wall St. Rank hold FDL as of Q2 2026.

  • Decker Retirement Planning held 400 shares of First Trust Morningstar Dividend Leaders Index Fund worth $19.5K as of Q2 2026.
  • First Trust Morningstar Dividend Leaders Index Fund was a new Decker Retirement Planning position in Q2 2026.
  • First Trust Morningstar Dividend Leaders Index Fund made up 0.01% of Decker Retirement Planning's portfolio in Q2 2026, its #171 holding.
  • 200 funds tracked by Wall St. Rank held First Trust Morningstar Dividend Leaders Index Fund as of Q2 2026.

Based on Decker Retirement Planning's 13F filing for Q2 2026, filed 16 Jul 2026.