DHJJ Financial Advisors’s First Trust Morningstar Dividend Leaders Index Fund FDL Stock Holding History

DHJJ Financial Advisors’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	$166K	Buy	3,418 +100	+3%	+$4.99K	0.05%	237
2026 Q1	$169K	Hold	3,318	–	–	0.06%	224
2025 Q4	$147K	Hold	3,318	–	–	0.05%	228
2025 Q3	$144K	Buy	3,318 +28	+0.9%	+$1.21K	0.05%	215
2025 Q2	$138K	Buy	3,290 +37	+1%	+$1.53K	0.05%	211
2025 Q1	$141K	Hold	3,253	–	–	0.06%	183
2024 Q4	$131K	Sell	3,253 -58	-2%	-$2.43K	0.05%	190
2024 Q3	$139K	Sell	3,311 -299	-8%	-$12.1K	0.06%	184
2024 Q2	$137K	Sell	3,610 -1	-0%	-$38	0.06%	176
2024 Q1	$139K	Sell	3,611 -292	-7%	-$10.7K	0.06%	172
2023 Q4	$140K	Sell	3,903 -645	-14%	-$21.9K	0.07%	165
2023 Q3	$152K	Buy	+4,548	New	+$158K	0.08%	149

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

DHJJ Financial Advisors's FDL Position: Q2 2026 in Review

DHJJ Financial Advisors increased its First Trust Morningstar Dividend Leaders Index Fund (FDL) stake by 3% in Q2 2026, buying an estimated $4.99K and bringing the position to 3,418 shares worth $166K. The position accounts for 0.05% of the portfolio, ranked #237.

DHJJ Financial Advisors first reported a position in FDL in Q3 2023 and has held it in 12 quarters since. The position peaked at $169K in Q1 2026. 495 funds tracked by Wall St. Rank hold FDL as of Q2 2026.

DHJJ Financial Advisors held 3,418 shares of First Trust Morningstar Dividend Leaders Index Fund worth $166K as of Q2 2026.
DHJJ Financial Advisors bought 100 First Trust Morningstar Dividend Leaders Index Fund shares in Q2 2026, an estimated $4.99K.
First Trust Morningstar Dividend Leaders Index Fund made up 0.05% of DHJJ Financial Advisors's portfolio in Q2 2026, its #237 holding.
DHJJ Financial Advisors first reported a position in First Trust Morningstar Dividend Leaders Index Fund in Q3 2023 and has held it in 12 quarters since.
DHJJ Financial Advisors's First Trust Morningstar Dividend Leaders Index Fund position peaked at $169K in Q1 2026.
495 funds tracked by Wall St. Rank held First Trust Morningstar Dividend Leaders Index Fund as of Q2 2026.

Based on DHJJ Financial Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.