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Golden State Equity Partners’s First Trust Morningstar Dividend Leaders Index Fund FDL Stock Holding History

Golden State Equity 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 		$816K Buy
+16,062
New +$785K 0.06% 328

Other funds holding FDL

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Ameriprise
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Raymond James Financial
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Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Golden State Equity Partners's FDL Position: Q1 2026 in Review

Golden State Equity Partners opened a new position in First Trust Morningstar Dividend Leaders Index Fund (FDL) in Q1 2026: 16,062 shares worth $816K. The stake represents 0.06% of the portfolio and ranks #328 among its holdings.

501 funds tracked by Wall St. Rank hold FDL as of Q1 2026.

  • Golden State Equity Partners held 16,062 shares of First Trust Morningstar Dividend Leaders Index Fund worth $816K as of Q1 2026.
  • First Trust Morningstar Dividend Leaders Index Fund was a new Golden State Equity Partners position in Q1 2026.
  • First Trust Morningstar Dividend Leaders Index Fund made up 0.06% of Golden State Equity Partners's portfolio in Q1 2026, its #328 holding.
  • 501 funds tracked by Wall St. Rank held First Trust Morningstar Dividend Leaders Index Fund as of Q1 2026.

Based on Golden State Equity Partners's 13F filing for Q1 2026, filed 28 Apr 2026.