Decker Retirement Planning
FDL icon

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
Q3 		$19.6K Hold
400
– – 0.01% 147
2026
Q2 		$19.5K Buy
+400
New +$20K 0.01% 171

Other funds holding FDL

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Csenge Advisory Group
Csenge Advisory Group Clearwater, Florida $2.53B AUM 18.15% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Rockport Wealth
Rockport Wealth Fairview Park, Ohio $571M AUM 17.22% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return
TRUE Private Wealth Advisors
TRUE Private Wealth Advisors Salem, Oregon $1.18B AUM 28.67% 1-Year Est. Return
SEP
Southland Equity Partners Wildwood, Missouri $583M AUM 16.78% 1-Year Est. Return
Harbour Investments
Harbour Investments Madison, Wisconsin $6.75B AUM 16.25% 1-Year Est. Return

Decker Retirement Planning's FDL Position: Q3 2026 in Review

Decker Retirement Planning held its First Trust Morningstar Dividend Leaders Index Fund (FDL) position steady in Q3 2026 at 400 shares worth $19.6K. The position accounts for 0.01% of the portfolio, ranked #147.

Decker Retirement Planning first reported a position in FDL in Q2 2026 and has held it in 2 quarters since. 308 funds tracked by Wall St. Rank hold FDL as of Q3 2026.

  • Decker Retirement Planning held 400 shares of First Trust Morningstar Dividend Leaders Index Fund worth $19.6K as of Q3 2026.
  • Decker Retirement Planning left its First Trust Morningstar Dividend Leaders Index Fund share count unchanged in Q3 2026.
  • First Trust Morningstar Dividend Leaders Index Fund made up 0.01% of Decker Retirement Planning's portfolio in Q3 2026, its #147 holding.
  • Decker Retirement Planning first reported a position in First Trust Morningstar Dividend Leaders Index Fund in Q2 2026 and has held it in 2 quarters since.
  • 308 funds tracked by Wall St. Rank held First Trust Morningstar Dividend Leaders Index Fund as of Q3 2026.

Based on Decker Retirement Planning's 13F filing for Q3 2026, filed 19 Oct 2026.