Heartwood Wealth Advisors’s First Trust Morningstar Dividend Leaders Index Fund FDL Stock Holding History

Heartwood Wealth Advisors’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	$339K	Hold	6,900	–	–	0.03%	171
2026 Q2	$336K	Hold	6,900	–	–	0.03%	178
2026 Q1	$351K	Buy	6,900 +654	+10%	+$32K	0.03%	159
2025 Q4	$277K	Hold	6,246	–	–	0.03%	167
2025 Q3	$271K	Hold	6,246	–	–	0.03%	170
2025 Q2	$262K	Hold	6,246	–	–	0.03%	160
2025 Q1	$271K	Hold	6,246	–	–	0.03%	150
2024 Q4	$251K	Hold	6,246	–	–	0.03%	147
2024 Q3	$262K	Hold	6,246	–	–	0.03%	145
2024 Q2	$237K	Hold	6,246	–	–	0.03%	155
2024 Q1	$240K	Sell	6,246 -2,348	-27%	-$86K	0.03%	138
2023 Q4	$308K	Hold	8,594	–	–	0.04%	110
2023 Q3	$287K	Hold	8,594	–	–	0.04%	108
2023 Q2	$292K	Hold	8,594	–	–	0.04%	113
2023 Q1	$305K	Hold	8,594	–	–	0.05%	99
2022 Q4	$314K	Hold	8,594	–	–	0.05%	104
2022 Q3	$276K	Hold	8,594	–	–	0.05%	96
2022 Q2	$303K	Buy	8,594 +2,348	+38%	+$87.9K	0.05%	98
2022 Q1	$234K	Hold	6,246	–	–	0.03%	107
2021 Q4	$222K	Hold	6,246	–	–	0.03%	99
2021 Q3	$205K	Hold	6,246	–	–	0.03%	96
2021 Q2	$207K	Hold	6,246	–	–	0.03%	95
2021 Q1	$204K	Buy	+6,246	New	+$194K	0.03%	84
2020 Q1	–	Sell	-6,246	Closed	-$203K	–	69
2019 Q4	$203K	Buy	+6,246	New	+$199K	0.04%	83

Other funds holding FDL

IRC

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

AWM

Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return

FFA

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

WWA

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

IFG

Independent Financial Group San Diego, California $5.51B AUM 33.52% 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

1WM

1900 Wealth Management San Antonio, Texas $1.84B AUM 13.16% 1-Year Est. Return

FHC

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

Heartwood Wealth Advisors's FDL Position: Q3 2026 in Review

Heartwood Wealth Advisors held its First Trust Morningstar Dividend Leaders Index Fund (FDL) position steady in Q3 2026 at 6,900 shares worth $339K. The position accounts for 0.03% of the portfolio, ranked #171.

Heartwood Wealth Advisors first reported a position in FDL in Q4 2019 and has held it in 24 quarters since. The position peaked at $351K in Q1 2026. 26 funds tracked by Wall St. Rank hold FDL as of Q3 2026.

Heartwood Wealth Advisors held 6,900 shares of First Trust Morningstar Dividend Leaders Index Fund worth $339K as of Q3 2026.
Heartwood Wealth Advisors left its First Trust Morningstar Dividend Leaders Index Fund share count unchanged in Q3 2026.
First Trust Morningstar Dividend Leaders Index Fund made up 0.03% of Heartwood Wealth Advisors's portfolio in Q3 2026, its #171 holding.
Heartwood Wealth Advisors first reported a position in First Trust Morningstar Dividend Leaders Index Fund in Q4 2019 and has held it in 24 quarters since.
Heartwood Wealth Advisors's First Trust Morningstar Dividend Leaders Index Fund position peaked at $351K in Q1 2026.
26 funds tracked by Wall St. Rank held First Trust Morningstar Dividend Leaders Index Fund as of Q3 2026.

Based on Heartwood Wealth Advisors's 13F filing for Q3 2026, filed 5 Oct 2026.