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 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 San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

FLP Wealth Management's FDL Position: Q1 2026 in Review

FLP Wealth Management opened a new position in First Trust Morningstar Dividend Leaders Index Fund (FDL) in Q1 2026: 7,310 shares worth $371K. The stake represents 0.77% of the portfolio and ranks #38 among its holdings. This is a return to the name: FLP Wealth Management previously reported a position in FDL as recently as Q1 2025.

FLP Wealth Management first reported a position in FDL in Q1 2025 and has held it in 2 quarters since. The position peaked at $381K in Q1 2025. 501 funds tracked by Wall St. Rank hold FDL as of Q1 2026.

FLP Wealth Management held 7,310 shares of First Trust Morningstar Dividend Leaders Index Fund worth $371K as of Q1 2026.
First Trust Morningstar Dividend Leaders Index Fund was a new FLP Wealth Management position in Q1 2026.
First Trust Morningstar Dividend Leaders Index Fund made up 0.77% of FLP Wealth Management's portfolio in Q1 2026, its #38 holding.
FLP Wealth Management first reported a position in First Trust Morningstar Dividend Leaders Index Fund in Q1 2025 and has held it in 2 quarters since.
FLP Wealth Management's First Trust Morningstar Dividend Leaders Index Fund position peaked at $381K in Q1 2025.
501 funds tracked by Wall St. Rank held First Trust Morningstar Dividend Leaders Index Fund as of Q1 2026.

Based on FLP Wealth Management's 13F filing for Q1 2026, filed 21 Apr 2026.