Financial Advisors Network’s First Trust Morningstar Dividend Leaders Index Fund FDL Stock Holding History

Financial Advisors Network’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	$295K	Sell	6,060 -509	-8%	-$25.4K	0.04%	171
2026 Q1	$334K	Sell	6,569 -114	-2%	-$5.57K	0.05%	151
2025 Q4	$296K	Hold	6,683	–	–	0.04%	156
2025 Q3	$290K	Hold	6,683	–	–	0.04%	155
2025 Q2	$280K	Hold	6,683	–	–	0.04%	156
2025 Q1	$290K	Sell	6,683 -543	-8%	-$22.9K	0.05%	146
2024 Q4	$291K	Buy	+7,226	New	+$303K	0.05%	149
2023 Q4	$362K	Sell	10,102 -1,470	-13%	-$49.8K	0.07%	114
2023 Q3	$387K	Buy	+11,572	New	+$401K	0.09%	99
2022 Q4	$423K	Sell	11,572 -1,000	-8%	-$36K	0.11%	73
2022 Q3	$404K	Hold	12,572	–	–	0.12%	68
2022 Q2	$443K	Sell	12,572 -400	-3%	-$15K	0.12%	68
2022 Q1	$486K	Sell	12,972 -1,625	-11%	-$59.2K	0.12%	66
2021 Q4	$519K	Sell	14,597 -3,400	-19%	-$116K	0.12%	75
2021 Q3	$617K	Buy	+17,997	New	+$603K	0.14%	73

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

Financial Advisors Network's FDL Position: Q2 2026 in Review

Financial Advisors Network reduced its First Trust Morningstar Dividend Leaders Index Fund (FDL) stake by 7.7% in Q2 2026, selling an estimated $25.4K and leaving 6,060 shares worth $295K. The position accounts for 0.04% of the portfolio, ranked #171.

Financial Advisors Network first reported a position in FDL in Q3 2021 and has held it in 15 quarters since. The position peaked at $617K in Q3 2021. 495 funds tracked by Wall St. Rank hold FDL as of Q2 2026.

Financial Advisors Network held 6,060 shares of First Trust Morningstar Dividend Leaders Index Fund worth $295K as of Q2 2026.
Financial Advisors Network sold 509 First Trust Morningstar Dividend Leaders Index Fund shares in Q2 2026, an estimated $25.4K.
First Trust Morningstar Dividend Leaders Index Fund made up 0.04% of Financial Advisors Network's portfolio in Q2 2026, its #171 holding.
Financial Advisors Network first reported a position in First Trust Morningstar Dividend Leaders Index Fund in Q3 2021 and has held it in 15 quarters since.
Financial Advisors Network's First Trust Morningstar Dividend Leaders Index Fund position peaked at $617K in Q3 2021.
495 funds tracked by Wall St. Rank held First Trust Morningstar Dividend Leaders Index Fund as of Q2 2026.

Based on Financial Advisors Network's 13F filing for Q2 2026, filed 14 Aug 2026.