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FLP Wealth Management’s First Trust Morningstar Dividend Leaders Index Fund FDL Stock Holding History

FLP Wealth Management’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
-7,310
Closed -$371K – 68
2026
Q1 		$371K Buy
+7,310
New +$357K 0.77% 38
2025
Q2 		– Sell
-8,775
Closed -$381K – 60
2025
Q1 		$381K Buy
+8,775
New +$371K 1.21% 26

Other funds holding FDL

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

FLP Wealth Management's FDL Position: Q2 2026 in Review

FLP Wealth Management sold out of First Trust Morningstar Dividend Leaders Index Fund (FDL) in Q2 2026, closing a stake of 7,310 shares — an estimated $371K sold.

FLP Wealth Management first reported a position in FDL in Q1 2025 and held it in 2 quarters. The position peaked at $381K in Q1 2025. 495 funds tracked by Wall St. Rank hold FDL as of Q2 2026.

  • FLP Wealth Management reported no remaining First Trust Morningstar Dividend Leaders Index Fund position as of Q2 2026 after selling out during the quarter.
  • FLP Wealth Management sold 7,310 First Trust Morningstar Dividend Leaders Index Fund shares in Q2 2026, an estimated $371K.
  • FLP Wealth Management first reported a position in First Trust Morningstar Dividend Leaders Index Fund in Q1 2025 and held it in 2 quarters.
  • FLP Wealth Management's First Trust Morningstar Dividend Leaders Index Fund position peaked at $381K in Q1 2025.
  • 495 funds tracked by Wall St. Rank held First Trust Morningstar Dividend Leaders Index Fund as of Q2 2026.

Based on FLP Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.