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

Focus Partners 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 Q2	$755K	Sell	15,513 -2,654	-15%	-$132K	﹤0.01%	1755
2026 Q1	$923K	Buy	18,167 +5,754	+46%	+$281K	﹤0.01%	1661
2025 Q4	$550K	Buy	+12,413	New	+$541K	﹤0.01%	1911

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 Wealth's FDL Position: Q2 2026 in Review

Focus Partners Wealth reduced its First Trust Morningstar Dividend Leaders Index Fund (FDL) stake by 15% in Q2 2026, selling an estimated $132K and leaving 15,513 shares worth $755K. The position accounts for ﹤0.01% of the portfolio, ranked #1755.

Focus Partners Wealth first reported a position in FDL in Q4 2025 and has held it in 3 quarters since. The position peaked at $923K in Q1 2026. 495 funds tracked by Wall St. Rank hold FDL as of Q2 2026.

Focus Partners Wealth held 15,513 shares of First Trust Morningstar Dividend Leaders Index Fund worth $755K as of Q2 2026.
Focus Partners Wealth sold 2,654 First Trust Morningstar Dividend Leaders Index Fund shares in Q2 2026, an estimated $132K.
First Trust Morningstar Dividend Leaders Index Fund made up ﹤0.01% of Focus Partners Wealth's portfolio in Q2 2026, its #1755 holding.
Focus Partners Wealth first reported a position in First Trust Morningstar Dividend Leaders Index Fund in Q4 2025 and has held it in 3 quarters since.
Focus Partners Wealth's First Trust Morningstar Dividend Leaders Index Fund position peaked at $923K in Q1 2026.
495 funds tracked by Wall St. Rank held First Trust Morningstar Dividend Leaders Index Fund as of Q2 2026.

Based on Focus Partners Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.