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

Founders Grove Wealth Partners’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	$3.42M	Sell	70,236 -1,814	-3%	-$90.5K	0.68%	35
2026 Q1	$3.66M	Sell	72,050 -2,667	-4%	-$130K	0.83%	31
2025 Q4	$3.31M	Sell	74,717 -603	-0.8%	-$26.3K	0.75%	32
2025 Q3	$3.27M	Sell	75,320 -1,114	-1%	-$48.3K	0.77%	33
2025 Q2	$3.2M	Sell	76,434 -903	-1%	-$37.3K	0.8%	31
2025 Q1	$3.36M	Sell	77,337 -674	-0.9%	-$28.5K	0.94%	30
2024 Q4	$3.14M	Buy	+78,011	New	+$3.27M	0.91%	31

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 Grove Wealth Partners's FDL Position: Q2 2026 in Review

Founders Grove Wealth Partners reduced its First Trust Morningstar Dividend Leaders Index Fund (FDL) stake by 2.5% in Q2 2026, selling an estimated $90.5K and leaving 70,236 shares worth $3.42M. The position accounts for 0.68% of the portfolio, ranked #35.

Founders Grove Wealth Partners first reported a position in FDL in Q4 2024 and has held it in 7 quarters since. The position peaked at $3.66M in Q1 2026. 495 funds tracked by Wall St. Rank hold FDL as of Q2 2026.

Founders Grove Wealth Partners held 70,236 shares of First Trust Morningstar Dividend Leaders Index Fund worth $3.42M as of Q2 2026.
Founders Grove Wealth Partners sold 1,814 First Trust Morningstar Dividend Leaders Index Fund shares in Q2 2026, an estimated $90.5K.
First Trust Morningstar Dividend Leaders Index Fund made up 0.68% of Founders Grove Wealth Partners's portfolio in Q2 2026, its #35 holding.
Founders Grove Wealth Partners first reported a position in First Trust Morningstar Dividend Leaders Index Fund in Q4 2024 and has held it in 7 quarters since.
Founders Grove Wealth Partners's First Trust Morningstar Dividend Leaders Index Fund position peaked at $3.66M in Q1 2026.
495 funds tracked by Wall St. Rank held First Trust Morningstar Dividend Leaders Index Fund as of Q2 2026.

Based on Founders Grove Wealth Partners's 13F filing for Q2 2026, filed 22 Jul 2026.