Elevation Capital Advisory’s First Trust Morningstar Dividend Leaders Index Fund FDL Stock Holding History

Elevation Capital Advisory’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	-108,285	Closed	-$5.5M	–	66
2026 Q1	$5.5M	Buy	+108,285	New	+$5.29M	2.34%	13
2025 Q2	–	Sell	-221,959	Closed	-$9.64M	–	59
2025 Q1	$9.64M	Buy	+221,959	New	+$9.38M	4.21%	5

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

Elevation Capital Advisory's FDL Position: Q2 2026 in Review

Elevation Capital Advisory sold out of First Trust Morningstar Dividend Leaders Index Fund (FDL) in Q2 2026, closing a stake of 108,285 shares — an estimated $5.5M sold.

Elevation Capital Advisory first reported a position in FDL in Q1 2025 and held it in 2 quarters. The position peaked at $9.64M in Q1 2025. 495 funds tracked by Wall St. Rank hold FDL as of Q2 2026.

Elevation Capital Advisory reported no remaining First Trust Morningstar Dividend Leaders Index Fund position as of Q2 2026 after selling out during the quarter.
Elevation Capital Advisory sold 108,285 First Trust Morningstar Dividend Leaders Index Fund shares in Q2 2026, an estimated $5.5M.
Elevation Capital Advisory first reported a position in First Trust Morningstar Dividend Leaders Index Fund in Q1 2025 and held it in 2 quarters.
Elevation Capital Advisory's First Trust Morningstar Dividend Leaders Index Fund position peaked at $9.64M in Q1 2025.
495 funds tracked by Wall St. Rank held First Trust Morningstar Dividend Leaders Index Fund as of Q2 2026.

Based on Elevation Capital Advisory's 13F filing for Q2 2026, filed 27 Jul 2026.