Focus Partners Wealth
FDL icon

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
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
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Focus Partners Wealth's FDL Position: Q1 2026 in Review

Focus Partners Wealth increased its First Trust Morningstar Dividend Leaders Index Fund (FDL) stake by 46% in Q1 2026, buying an estimated $281K and bringing the position to 18,167 shares worth $923K. The position accounts for ﹤0.01% of the portfolio, ranked #1661.

Focus Partners Wealth first reported a position in FDL in Q4 2025 and has held it in 2 quarters since. 501 funds tracked by Wall St. Rank hold FDL as of Q1 2026.

  • Focus Partners Wealth held 18,167 shares of First Trust Morningstar Dividend Leaders Index Fund worth $923K as of Q1 2026.
  • Focus Partners Wealth bought 5,754 First Trust Morningstar Dividend Leaders Index Fund shares in Q1 2026, an estimated $281K.
  • First Trust Morningstar Dividend Leaders Index Fund made up ﹤0.01% of Focus Partners Wealth's portfolio in Q1 2026, its #1661 holding.
  • Focus Partners Wealth first reported a position in First Trust Morningstar Dividend Leaders Index Fund in Q4 2025 and has held it in 2 quarters since.
  • 501 funds tracked by Wall St. Rank held First Trust Morningstar Dividend Leaders Index Fund as of Q1 2026.

Based on Focus Partners Wealth's 13F filing for Q1 2026, filed 15 May 2026.