Focus Partners Advisor Solutions’s First Trust Morningstar Dividend Leaders Index Fund FDL Stock Holding History

Focus Partners Advisor Solutions’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	$403K	Buy	8,288 +235	+3%	+$11.7K	﹤0.01%	883
2026 Q1	$409K	Sell	8,053 -3,259	-29%	-$159K	﹤0.01%	863
2025 Q4	$502K	Buy	11,312 +3,944	+54%	+$172K	0.01%	716
2025 Q3	$320K	Sell	7,368 -3,275	-31%	-$142K	﹤0.01%	883
2025 Q2	$446K	Hold	10,643	–	–	0.01%	709
2025 Q1	$462K	Buy	+10,643	New	+$450K	0.01%	608

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

Focus Partners Advisor Solutions's FDL Position: Q2 2026 in Review

Focus Partners Advisor Solutions increased its First Trust Morningstar Dividend Leaders Index Fund (FDL) stake by 2.9% in Q2 2026, buying an estimated $11.7K and bringing the position to 8,288 shares worth $403K. The position accounts for ﹤0.01% of the portfolio, ranked #883.

Focus Partners Advisor Solutions first reported a position in FDL in Q1 2025 and has held it in 6 quarters since. The position peaked at $502K in Q4 2025. 495 funds tracked by Wall St. Rank hold FDL as of Q2 2026.

Focus Partners Advisor Solutions held 8,288 shares of First Trust Morningstar Dividend Leaders Index Fund worth $403K as of Q2 2026.
Focus Partners Advisor Solutions bought 235 First Trust Morningstar Dividend Leaders Index Fund shares in Q2 2026, an estimated $11.7K.
First Trust Morningstar Dividend Leaders Index Fund made up ﹤0.01% of Focus Partners Advisor Solutions's portfolio in Q2 2026, its #883 holding.
Focus Partners Advisor Solutions first reported a position in First Trust Morningstar Dividend Leaders Index Fund in Q1 2025 and has held it in 6 quarters since.
Focus Partners Advisor Solutions's First Trust Morningstar Dividend Leaders Index Fund position peaked at $502K in Q4 2025.
495 funds tracked by Wall St. Rank held First Trust Morningstar Dividend Leaders Index Fund as of Q2 2026.

Based on Focus Partners Advisor Solutions's 13F filing for Q2 2026, filed 6 Aug 2026.