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Fairvoy Private Wealth’s First Trust Morningstar Dividend Leaders Index Fund FDL Stock Holding History

Fairvoy Private Wealth’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 		$5.99M Buy
123,197
+30,364
+33% +$1.52M 1.21% 26
2026
Q1 		$4.72M Buy
+92,833
New +$4.54M 1.13% 27

Other funds holding FDL

SEP
Southland Equity Partners Wildwood, Missouri $571M AUM 22.77% 1-Year Est. Return
BFG
Beacon Financial Group Dallas, Texas $1.1B AUM 21.5% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
MF
Manchester Financial Westlake Village, California $563M AUM 21.72% 1-Year Est. Return
SFWA
Summit Financial Wealth Advisors Lafayette, Louisiana $782M AUM 24.35% 1-Year Est. Return
HPC
Hobart Private Capital Charlotte, North Carolina $583M AUM 21.67% 1-Year Est. Return
NLP
Next Level Private Harrison, New York $511M AUM 30.94% 1-Year Est. Return
KCFA
Key Client Fiduciary Advisors Fairfield, New Jersey $347M AUM 35.3% 1-Year Est. Return
JWCA
J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return
JWA
JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return

Fairvoy Private Wealth's FDL Position: Q2 2026 in Review

Fairvoy Private Wealth increased its First Trust Morningstar Dividend Leaders Index Fund (FDL) stake by 33% in Q2 2026, buying an estimated $1.52M and bringing the position to 123,197 shares worth $5.99M. The position accounts for 1.21% of the portfolio, ranked #26.

Fairvoy Private Wealth first reported a position in FDL in Q1 2026 and has held it in 2 quarters since. 87 funds tracked by Wall St. Rank hold FDL as of Q2 2026.

  • Fairvoy Private Wealth held 123,197 shares of First Trust Morningstar Dividend Leaders Index Fund worth $5.99M as of Q2 2026.
  • Fairvoy Private Wealth bought 30,364 First Trust Morningstar Dividend Leaders Index Fund shares in Q2 2026, an estimated $1.52M.
  • First Trust Morningstar Dividend Leaders Index Fund made up 1.21% of Fairvoy Private Wealth's portfolio in Q2 2026, its #26 holding.
  • Fairvoy Private Wealth first reported a position in First Trust Morningstar Dividend Leaders Index Fund in Q1 2026 and has held it in 2 quarters since.
  • 87 funds tracked by Wall St. Rank held First Trust Morningstar Dividend Leaders Index Fund as of Q2 2026.

Based on Fairvoy Private Wealth's 13F filing for Q2 2026, filed 17 Jul 2026.