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

Global View 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	-52,331	Closed	-$2.66M	–	154
2026 Q1	$2.66M	Buy	+52,331	New	+$2.56M	0.71%	16
2025 Q2	–	Sell	-81,225	Closed	-$3.53M	–	120
2025 Q1	$3.53M	Buy	+81,225	New	+$3.43M	1.28%	11

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

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return

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

PFA

Perryman Financial Advisory Dallas, Texas $751M AUM

Global View Capital Management's FDL Position: Q2 2026 in Review

Global View Capital Management sold out of First Trust Morningstar Dividend Leaders Index Fund (FDL) in Q2 2026, closing a stake of 52,331 shares — an estimated $2.66M sold.

Global View Capital Management first reported a position in FDL in Q1 2025 and held it in 2 quarters. The position peaked at $3.53M in Q1 2025. 142 funds tracked by Wall St. Rank hold FDL as of Q2 2026.

Global View Capital Management reported no remaining First Trust Morningstar Dividend Leaders Index Fund position as of Q2 2026 after selling out during the quarter.
Global View Capital Management sold 52,331 First Trust Morningstar Dividend Leaders Index Fund shares in Q2 2026, an estimated $2.66M.
Global View Capital Management first reported a position in First Trust Morningstar Dividend Leaders Index Fund in Q1 2025 and held it in 2 quarters.
Global View Capital Management's First Trust Morningstar Dividend Leaders Index Fund position peaked at $3.53M in Q1 2025.
142 funds tracked by Wall St. Rank held First Trust Morningstar Dividend Leaders Index Fund as of Q2 2026.

Based on Global View Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.