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 Q2	$92.5K	Hold	1,900	–	–	0.03%	338
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 $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

Gen-Wealth Partners's FDL Position: Q2 2026 in Review

Gen-Wealth Partners held its First Trust Morningstar Dividend Leaders Index Fund (FDL) position steady in Q2 2026 at 1,900 shares worth $92.5K. The position accounts for 0.03% of the portfolio, ranked #338.

Gen-Wealth Partners first reported a position in FDL in Q1 2024 and has held it in 10 quarters since. The position peaked at $96.5K in Q1 2026. 495 funds tracked by Wall St. Rank hold FDL as of Q2 2026.

Gen-Wealth Partners held 1,900 shares of First Trust Morningstar Dividend Leaders Index Fund worth $92.5K as of Q2 2026.
Gen-Wealth Partners left its First Trust Morningstar Dividend Leaders Index Fund share count unchanged in Q2 2026.
First Trust Morningstar Dividend Leaders Index Fund made up 0.03% of Gen-Wealth Partners's portfolio in Q2 2026, its #338 holding.
Gen-Wealth Partners first reported a position in First Trust Morningstar Dividend Leaders Index Fund in Q1 2024 and has held it in 10 quarters since.
Gen-Wealth Partners's First Trust Morningstar Dividend Leaders Index Fund position peaked at $96.5K in Q1 2026.
495 funds tracked by Wall St. Rank held First Trust Morningstar Dividend Leaders Index Fund as of Q2 2026.

Based on Gen-Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.