Graney & King’s First Trust Morningstar Dividend Leaders Index Fund FDL Stock Holding History

Graney & King’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	$35.5K	Hold	730	–	–	0.01%	177
2026 Q1	$37.1K	Hold	730	–	–	0.02%	164
2025 Q4	$32.3K	Buy	730 +9	+1%	+$392	0.02%	168
2025 Q3	$31.3K	Buy	721 +7	+1%	+$303	0.02%	165
2025 Q2	$29.9K	Buy	714 +8	+1%	+$330	0.02%	159
2025 Q1	$30.7K	Buy	+706	New	+$29.8K	0.02%	154

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

Graney & King's FDL Position: Q2 2026 in Review

Graney & King held its First Trust Morningstar Dividend Leaders Index Fund (FDL) position steady in Q2 2026 at 730 shares worth $35.5K. The position accounts for 0.01% of the portfolio, ranked #177.

Graney & King first reported a position in FDL in Q1 2025 and has held it in 6 quarters since. The position peaked at $37.1K in Q1 2026. 495 funds tracked by Wall St. Rank hold FDL as of Q2 2026.

Graney & King held 730 shares of First Trust Morningstar Dividend Leaders Index Fund worth $35.5K as of Q2 2026.
Graney & King left its First Trust Morningstar Dividend Leaders Index Fund share count unchanged in Q2 2026.
First Trust Morningstar Dividend Leaders Index Fund made up 0.01% of Graney & King's portfolio in Q2 2026, its #177 holding.
Graney & King first reported a position in First Trust Morningstar Dividend Leaders Index Fund in Q1 2025 and has held it in 6 quarters since.
Graney & King's First Trust Morningstar Dividend Leaders Index Fund position peaked at $37.1K in Q1 2026.
495 funds tracked by Wall St. Rank held First Trust Morningstar Dividend Leaders Index Fund as of Q2 2026.

Based on Graney & King's 13F filing for Q2 2026, filed 7 Aug 2026.