BFC Planning, Inc.’s First Trust Morningstar Dividend Leaders Index Fund FDL Stock Holding History

BFC Planning, Inc.’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	$949K	Sell	19,506 -2,304	-11%	-$115K	0.04%	413
2026 Q1	$1.11M	Sell	21,810 -6,446	-23%	-$315K	0.05%	342
2025 Q4	$1.25M	Buy	28,256 +19,939	+240%	+$868K	0.06%	314
2025 Q3	$361K	Sell	8,317 -2,859	-26%	-$124K	0.03%	475
2025 Q2	$468K	Buy	11,176 +6,945	+164%	+$287K	0.04%	377
2025 Q1	$184K	Buy	4,231 +25	+0.6%	+$1.06K	0.02%	643
2024 Q4	$169K	Buy	+4,206	New	+$177K	0.01%	672

Other funds holding FDL

LPL Financial San Diego, California $468B AUM 17.69% 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 $765B AUM 28.39% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

BFC Planning, Inc.'s FDL Position: Q2 2026 in Review

BFC Planning, Inc. reduced its First Trust Morningstar Dividend Leaders Index Fund (FDL) stake by 11% in Q2 2026, selling an estimated $115K and leaving 19,506 shares worth $949K. The position accounts for 0.04% of the portfolio, ranked #413.

BFC Planning, Inc. first reported a position in FDL in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.25M in Q4 2025. 500 funds tracked by Wall St. Rank hold FDL as of Q2 2026.

BFC Planning, Inc. held 19,506 shares of First Trust Morningstar Dividend Leaders Index Fund worth $949K as of Q2 2026.
BFC Planning, Inc. sold 2,304 First Trust Morningstar Dividend Leaders Index Fund shares in Q2 2026, an estimated $115K.
First Trust Morningstar Dividend Leaders Index Fund made up 0.04% of BFC Planning, Inc.'s portfolio in Q2 2026, its #413 holding.
BFC Planning, Inc. first reported a position in First Trust Morningstar Dividend Leaders Index Fund in Q4 2024 and has held it in 7 quarters since.
BFC Planning, Inc.'s First Trust Morningstar Dividend Leaders Index Fund position peaked at $1.25M in Q4 2025.
500 funds tracked by Wall St. Rank held First Trust Morningstar Dividend Leaders Index Fund as of Q2 2026.

Based on BFC Planning, Inc.'s 13F filing for Q2 2026, filed 29 Oct 2026.