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

Gateway 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 		$4.69M Sell
96,382
-89,770
-48% -$4.48M 0.28% 95
2026
Q1 		$9.46M Buy
186,152
+99,006
+114% +$4.84M 0.37% 74
2025
Q4 		$3.86M Buy
87,146
+2,061
+2% +$89.8K 0.43% 66
2025
Q3 		$3.69M Buy
85,085
+18,349
+27% +$795K 0.5% 57
2025
Q2 		$2.79M Buy
66,736
+20,976
+46% +$866K 0.53% 54
2025
Q1 		$1.99M Buy
45,760
+6,707
+17% +$283K 0.45% 65
2024
Q4 		$1.57M Buy
39,053
+2,771
+8% +$116K 0.41% 65
2024
Q3 		$1.52M Buy
36,282
+3,164
+10% +$128K 0.42% 60
2024
Q2 		$1.26M Sell
33,118
-11,233
-25% -$426K 0.38% 69
2024
Q1 		$1.71M Sell
44,351
-2,154
-5% -$78.9K 0.61% 41
2023
Q4 		$1.67M Buy
46,505
+9,676
+26% +$328K 0.67% 37
2023
Q3 		$1.23M Buy
36,829
+7,795
+27% +$270K 0.22% 74
2023
Q2 		$987K Buy
29,034
+1,556
+6% +$53.9K 0.18% 83
2023
Q1 		$975K Buy
27,478
+875
+3% +$32K 0.15% 77
2022
Q4 		$973K Buy
+26,603
New +$959K 0.17% 69

Other funds holding FDL

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

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

Gateway Wealth Partners reduced its First Trust Morningstar Dividend Leaders Index Fund (FDL) stake by 48% in Q2 2026, selling an estimated $4.48M and leaving 96,382 shares worth $4.69M. The position accounts for 0.28% of the portfolio, ranked #95.

Gateway Wealth Partners first reported a position in FDL in Q4 2022 and has held it in 15 quarters since. The position peaked at $9.46M in Q1 2026. 495 funds tracked by Wall St. Rank hold FDL as of Q2 2026.

  • Gateway Wealth Partners held 96,382 shares of First Trust Morningstar Dividend Leaders Index Fund worth $4.69M as of Q2 2026.
  • Gateway Wealth Partners sold 89,770 First Trust Morningstar Dividend Leaders Index Fund shares in Q2 2026, an estimated $4.48M.
  • First Trust Morningstar Dividend Leaders Index Fund made up 0.28% of Gateway Wealth Partners's portfolio in Q2 2026, its #95 holding.
  • Gateway Wealth Partners first reported a position in First Trust Morningstar Dividend Leaders Index Fund in Q4 2022 and has held it in 15 quarters since.
  • Gateway Wealth Partners's First Trust Morningstar Dividend Leaders Index Fund position peaked at $9.46M in Q1 2026.
  • 495 funds tracked by Wall St. Rank held First Trust Morningstar Dividend Leaders Index Fund as of Q2 2026.

Based on Gateway Wealth Partners's 13F filing for Q2 2026, filed 4 Aug 2026.