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Evergreen Wealth Solutions’s First Trust Morningstar Dividend Leaders Index Fund FDL Stock Holding History

Evergreen Wealth Solutions’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
Q1 		$275K Buy
+5,405
New +$264K 0.02% 346

Other funds holding FDL

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Evergreen Wealth Solutions's FDL Position: Q1 2026 in Review

Evergreen Wealth Solutions opened a new position in First Trust Morningstar Dividend Leaders Index Fund (FDL) in Q1 2026: 5,405 shares worth $275K. The stake represents 0.02% of the portfolio and ranks #346 among its holdings.

501 funds tracked by Wall St. Rank hold FDL as of Q1 2026.

  • Evergreen Wealth Solutions held 5,405 shares of First Trust Morningstar Dividend Leaders Index Fund worth $275K as of Q1 2026.
  • First Trust Morningstar Dividend Leaders Index Fund was a new Evergreen Wealth Solutions position in Q1 2026.
  • First Trust Morningstar Dividend Leaders Index Fund made up 0.02% of Evergreen Wealth Solutions's portfolio in Q1 2026, its #346 holding.
  • 501 funds tracked by Wall St. Rank held First Trust Morningstar Dividend Leaders Index Fund as of Q1 2026.

Based on Evergreen Wealth Solutions's 13F filing for Q1 2026, filed 15 May 2026.