Founders Financial Securities’s First Trust Morningstar Dividend Leaders Index Fund FDL Stock Holding History

Founders Financial Securities’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	$1.83M	Buy	37,576 +1,594	+4%	+$79.5K	0.09%	208
2026 Q1	$1.81M	Buy	+35,982	New	+$1.76M	0.1%	189
2024 Q1	–	Sell	-6,512	Closed	-$234K	–	395
2023 Q4	$234K	Sell	6,512 -1,679	-20%	-$56.9K	0.03%	333
2023 Q3	$274K	Sell	8,191 -1,333	-14%	-$46.2K	0.04%	278
2023 Q2	$324K	Sell	9,524 -28,572	-75%	-$990K	0.04%	255
2023 Q1	$1.35M	Buy	38,096 +24,070	+172%	+$881K	0.2%	105
2022 Q4	$513K	Buy	14,026 +1,786	+15%	+$64.4K	0.08%	192
2022 Q3	$393K	Sell	12,240 -5,544	-31%	-$198K	0.07%	200
2022 Q2	$626K	Buy	+17,784	New	+$666K	0.12%	143

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

Founders Financial Securities's FDL Position: Q2 2026 in Review

Founders Financial Securities increased its First Trust Morningstar Dividend Leaders Index Fund (FDL) stake by 4.4% in Q2 2026, buying an estimated $79.5K and bringing the position to 37,576 shares worth $1.83M. The position accounts for 0.09% of the portfolio, ranked #208.

Founders Financial Securities first reported a position in FDL in Q2 2022 and has held it in 9 quarters since. 494 funds tracked by Wall St. Rank hold FDL as of Q2 2026.

Founders Financial Securities held 37,576 shares of First Trust Morningstar Dividend Leaders Index Fund worth $1.83M as of Q2 2026.
Founders Financial Securities bought 1,594 First Trust Morningstar Dividend Leaders Index Fund shares in Q2 2026, an estimated $79.5K.
First Trust Morningstar Dividend Leaders Index Fund made up 0.09% of Founders Financial Securities's portfolio in Q2 2026, its #208 holding.
Founders Financial Securities first reported a position in First Trust Morningstar Dividend Leaders Index Fund in Q2 2022 and has held it in 9 quarters since.
494 funds tracked by Wall St. Rank held First Trust Morningstar Dividend Leaders Index Fund as of Q2 2026.

Based on Founders Financial Securities's 13F filing for Q2 2026, filed 31 Jul 2026.