GoalVest Advisory’s First Trust Morningstar Dividend Leaders Index Fund FDL Stock Holding History

GoalVest Advisory’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 Q3	$25K	Sell	510 -111	-18%	-$5.72K	﹤0.01%	298
2026 Q2	$30.2K	Buy	621 +97	+19%	+$4.84K	0.01%	262
2026 Q1	$26.6K	Buy	+524	New	+$25.6K	0.01%	297
2025 Q4	–	Sell	-680	Closed	-$29.5K	–	523
2025 Q3	$29.5K	Buy	+680	New	+$29.5K	0.01%	268

Other funds holding FDL

IRC

Investors Research Corp Atlanta, Georgia $569M AUM 15.41% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

WWA

Wisconsin Wealth Advisors Sun Prairie, Wisconsin $119M AUM 24.32% 1-Year Est. Return

AWE

Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return

VAG

VisionPoint Advisory Group Dallas, Texas $636M AUM 21.4% 1-Year Est. Return

FHC

First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return

RBWA

RFG - Bristol Wealth Advisors Taunton, Massachusetts $420M AUM 17.18% 1-Year Est. Return

Crumly & Associates Springfield, Illinois $563M AUM 13.12% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

WCG

Weaver Consulting Group Huntington Beach, California $514M AUM 11.69% 1-Year Est. Return

GoalVest Advisory's FDL Position: Q3 2026 in Review

GoalVest Advisory reduced its First Trust Morningstar Dividend Leaders Index Fund (FDL) stake by 18% in Q3 2026, selling an estimated $5.72K and leaving 510 shares worth $25K. The position accounts for ﹤0.01% of the portfolio, ranked #298.

GoalVest Advisory first reported a position in FDL in Q3 2025 and has held it in 4 quarters since. The position peaked at $30.2K in Q2 2026. 20 funds tracked by Wall St. Rank hold FDL as of Q3 2026.

GoalVest Advisory held 510 shares of First Trust Morningstar Dividend Leaders Index Fund worth $25K as of Q3 2026.
GoalVest Advisory sold 111 First Trust Morningstar Dividend Leaders Index Fund shares in Q3 2026, an estimated $5.72K.
First Trust Morningstar Dividend Leaders Index Fund made up ﹤0.01% of GoalVest Advisory's portfolio in Q3 2026, its #298 holding.
GoalVest Advisory first reported a position in First Trust Morningstar Dividend Leaders Index Fund in Q3 2025 and has held it in 4 quarters since.
GoalVest Advisory's First Trust Morningstar Dividend Leaders Index Fund position peaked at $30.2K in Q2 2026.
20 funds tracked by Wall St. Rank held First Trust Morningstar Dividend Leaders Index Fund as of Q3 2026.

Based on GoalVest Advisory's 13F filing for Q3 2026, filed 2 Oct 2026.