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

Gen-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 Q1	$96.5K	Hold	1,900	–	–	0.03%	334
2025 Q4	$84.2K	Hold	1,900	–	–	0.03%	344
2025 Q3	$82.5K	Hold	1,900	–	–	0.03%	349
2025 Q2	$79.6K	Hold	1,900	–	–	0.03%	302
2025 Q1	$82.5K	Hold	1,900	–	–	0.03%	293
2024 Q4	$76.5K	Hold	1,900	–	–	0.03%	319
2024 Q3	$79.5K	Hold	1,900	–	–	0.03%	319
2024 Q2	$72.1K	Hold	1,900	–	–	0.03%	332
2024 Q1	$73.1K	Buy	+1,900	New	+$69.6K	0.04%	339

Other funds holding FDL

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Gen-Wealth Partners's FDL Position: Q1 2026 in Review

Gen-Wealth Partners held its First Trust Morningstar Dividend Leaders Index Fund (FDL) position steady in Q1 2026 at 1,900 shares worth $96.5K. The position accounts for 0.03% of the portfolio, ranked #334.

Gen-Wealth Partners first reported a position in FDL in Q1 2024 and has held it in 9 quarters since. 501 funds tracked by Wall St. Rank hold FDL as of Q1 2026.

Gen-Wealth Partners held 1,900 shares of First Trust Morningstar Dividend Leaders Index Fund worth $96.5K as of Q1 2026.
Gen-Wealth Partners left its First Trust Morningstar Dividend Leaders Index Fund share count unchanged in Q1 2026.
First Trust Morningstar Dividend Leaders Index Fund made up 0.03% of Gen-Wealth Partners's portfolio in Q1 2026, its #334 holding.
Gen-Wealth Partners first reported a position in First Trust Morningstar Dividend Leaders Index Fund in Q1 2024 and has held it in 9 quarters since.
501 funds tracked by Wall St. Rank held First Trust Morningstar Dividend Leaders Index Fund as of Q1 2026.

Based on Gen-Wealth Partners's 13F filing for Q1 2026, filed 8 May 2026.