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 Q3	$8.38M	Buy	170,692 +47,495	+39%	+$2.45M	1.69%	13
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

TRUE Private Wealth Advisors Salem, Oregon $1.18B AUM 28.67% 1-Year Est. Return

SEP

Southland Equity Partners Wildwood, Missouri $583M AUM 16.78% 1-Year Est. Return

Beacon Financial Group Dallas, Texas $1.11B AUM 15.9% 1-Year Est. Return

Manchester Financial Westlake Village, California $565M AUM 15.04% 1-Year Est. Return

McAdam LLC Philadelphia, Pennsylvania $2.66B AUM 14.82% 1-Year Est. Return

HPC

Hobart Private Capital Charlotte, North Carolina $591M AUM 14.82% 1-Year Est. Return

Summit Financial Wealth Advisors Lafayette, Louisiana $807M AUM 19.93% 1-Year Est. Return

Next Level Private Harrison, New York $520M AUM 19.06% 1-Year Est. Return

Perryman Financial Advisory Dallas, Texas $791M AUM 21.08% 1-Year Est. Return

Key Client Fiduciary Advisors Fairfield, New Jersey $358M AUM 21.09% 1-Year Est. Return

Fairvoy Private Wealth's FDL Position: Q3 2026 in Review

Fairvoy Private Wealth increased its First Trust Morningstar Dividend Leaders Index Fund (FDL) stake by 39% in Q3 2026, buying an estimated $2.45M and bringing the position to 170,692 shares worth $8.38M. The position accounts for 1.69% of the portfolio, ranked #13.

Fairvoy Private Wealth first reported a position in FDL in Q1 2026 and has held it in 3 quarters since. 118 funds tracked by Wall St. Rank hold FDL as of Q3 2026.

Fairvoy Private Wealth held 170,692 shares of First Trust Morningstar Dividend Leaders Index Fund worth $8.38M as of Q3 2026.
Fairvoy Private Wealth bought 47,495 First Trust Morningstar Dividend Leaders Index Fund shares in Q3 2026, an estimated $2.45M.
First Trust Morningstar Dividend Leaders Index Fund made up 1.69% of Fairvoy Private Wealth's portfolio in Q3 2026, its #13 holding.
Fairvoy Private Wealth first reported a position in First Trust Morningstar Dividend Leaders Index Fund in Q1 2026 and has held it in 3 quarters since.
118 funds tracked by Wall St. Rank held First Trust Morningstar Dividend Leaders Index Fund as of Q3 2026.

Based on Fairvoy Private Wealth's 13F filing for Q3 2026, filed 19 Oct 2026.