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Eagle Strategies’s First Trust Morningstar Dividend Leaders Index Fund FDL Stock Holding History

Eagle Strategies’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 		– Sell
-4,034
Closed -$205K – 275
2026
Q1 		$205K Buy
+4,034
New +$197K 0.02% 256
2025
Q3 		– Sell
-6,873
Closed -$288K – 241
2025
Q2 		$288K Buy
6,873
+245
+4% +$10.1K 0.04% 194
2025
Q1 		$288K Buy
6,628
+122
+2% +$5.16K 0.05% 182
2024
Q4 		$262K Sell
6,506
-243
-4% -$10.2K 0.05% 188
2024
Q3 		$283K Sell
6,749
-775
-10% -$31.3K 0.05% 175
2024
Q2 		$285K Sell
7,524
-30,618
-80% -$1.16M 0.05% 171
2024
Q1 		$1.47M Buy
38,142
+26,755
+235% +$979K 0.33% 77
2023
Q4 		$409K Sell
11,387
-20,542
-64% -$696K 0.09% 136
2023
Q3 		$1.07M Buy
31,929
+1,751
+6% +$60.7K 0.26% 80
2023
Q2 		$1.03M Sell
30,178
-180,786
-86% -$6.26M 0.25% 82
2023
Q1 		$7.49M Buy
210,964
+19,744
+10% +$722K 1.87% 13
2022
Q4 		$6.99M Buy
+191,220
New +$6.89M 2.09% 13
2022
Q3 		– Sell
-102,444
Closed -$3.61M – 113
2022
Q2 		$3.61M Buy
+102,444
New +$3.83M 1.32% 21

Other funds holding FDL

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 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

Eagle Strategies's FDL Position: Q2 2026 in Review

Eagle Strategies sold out of First Trust Morningstar Dividend Leaders Index Fund (FDL) in Q2 2026, closing a stake of 4,034 shares — an estimated $205K sold.

Eagle Strategies first reported a position in FDL in Q2 2022 and held it in 13 quarters. The position peaked at $7.49M in Q1 2023. 235 funds tracked by Wall St. Rank hold FDL as of Q2 2026.

  • Eagle Strategies reported no remaining First Trust Morningstar Dividend Leaders Index Fund position as of Q2 2026 after selling out during the quarter.
  • Eagle Strategies sold 4,034 First Trust Morningstar Dividend Leaders Index Fund shares in Q2 2026, an estimated $205K.
  • Eagle Strategies first reported a position in First Trust Morningstar Dividend Leaders Index Fund in Q2 2022 and held it in 13 quarters.
  • Eagle Strategies's First Trust Morningstar Dividend Leaders Index Fund position peaked at $7.49M in Q1 2023.
  • 235 funds tracked by Wall St. Rank held First Trust Morningstar Dividend Leaders Index Fund as of Q2 2026.

Based on Eagle Strategies's 13F filing for Q2 2026, filed 21 Jul 2026.