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Gallacher Capital Management’s First Trust Morningstar Dividend Leaders Index Fund FDL Stock Holding History

Gallacher Capital Management’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 		– Sell
-4,080
Closed -$207K – 292
2026
Q1 		$207K Buy
+4,080
New +$199K 0.08% 292

Other funds holding FDL

TPWA
TRUE Private Wealth Advisors Salem, Oregon $1.16B AUM 36.18% 1-Year Est. Return
SEP
Southland Equity Partners Wildwood, Missouri $571M AUM 22.77% 1-Year Est. Return
BFG
Beacon Financial Group Dallas, Texas $1.1B AUM 21.5% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
MF
Manchester Financial Westlake Village, California $563M AUM 21.72% 1-Year Est. Return
SFWA
Summit Financial Wealth Advisors Lafayette, Louisiana $782M AUM 24.35% 1-Year Est. Return
HPC
Hobart Private Capital Charlotte, North Carolina $583M AUM 21.67% 1-Year Est. Return
NLP
Next Level Private Harrison, New York $511M AUM 30.94% 1-Year Est. Return
KCFA
Key Client Fiduciary Advisors Fairfield, New Jersey $347M AUM 35.3% 1-Year Est. Return
JWCA
J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return

Gallacher Capital Management's FDL Position: Q2 2026 in Review

Gallacher Capital Management sold out of First Trust Morningstar Dividend Leaders Index Fund (FDL) in Q2 2026, closing a stake of 4,080 shares — an estimated $207K sold.

Gallacher Capital Management first reported a position in FDL in Q1 2026 and held it in 1 quarter. The position peaked at $207K in Q1 2026. 120 funds tracked by Wall St. Rank hold FDL as of Q2 2026.

  • Gallacher Capital Management reported no remaining First Trust Morningstar Dividend Leaders Index Fund position as of Q2 2026 after selling out during the quarter.
  • Gallacher Capital Management sold 4,080 First Trust Morningstar Dividend Leaders Index Fund shares in Q2 2026, an estimated $207K.
  • Gallacher Capital Management first reported a position in First Trust Morningstar Dividend Leaders Index Fund in Q1 2026 and held it in 1 quarter.
  • Gallacher Capital Management's First Trust Morningstar Dividend Leaders Index Fund position peaked at $207K in Q1 2026.
  • 120 funds tracked by Wall St. Rank held First Trust Morningstar Dividend Leaders Index Fund as of Q2 2026.

Based on Gallacher Capital Management's 13F filing for Q2 2026, filed 17 Jul 2026.