Horst & Graben Wealth Management’s First Trust Morningstar Dividend Leaders Index Fund FDL Stock Holding History

Horst & Graben Wealth 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	$233K	Buy	4,760 +98	+2%	+$4.89K	0.03%	191
2026 Q1	$231K	Hold	4,662	–	–	0.03%	189
2025 Q4	$207K	Hold	4,662	–	–	0.03%	176
2025 Q3	$202K	Sell	4,662 -892	-16%	-$38.7K	0.03%	178
2025 Q2	$233K	Buy	5,554 +35	+0.6%	+$1.45K	0.04%	160
2025 Q1	$240K	Buy	5,519 +41	+0.7%	+$1.73K	0.04%	145
2024 Q4	$221K	Buy	5,478 +34	+0.6%	+$1.43K	0.04%	143
2024 Q3	$228K	Buy	5,444 +45	+0.8%	+$1.82K	0.04%	141
2024 Q2	$205K	Buy	5,399 +30	+0.6%	+$1.14K	0.04%	148
2024 Q1	$207K	Buy	+5,369	New	+$197K	0.04%	139
2023 Q3	–	Sell	-7,453	Closed	-$253K	–	141
2023 Q2	$253K	Buy	7,453 +1,101	+17%	+$38.1K	0.06%	111
2023 Q1	$225K	Buy	+6,352	New	+$232K	0.06%	119

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

Horst & Graben Wealth Management's FDL Position: Q2 2026 in Review

Horst & Graben Wealth Management increased its First Trust Morningstar Dividend Leaders Index Fund (FDL) stake by 2.1% in Q2 2026, buying an estimated $4.89K and bringing the position to 4,760 shares worth $233K. The position accounts for 0.03% of the portfolio, ranked #191.

Horst & Graben Wealth Management first reported a position in FDL in Q1 2023 and has held it in 12 quarters since. The position peaked at $253K in Q2 2023. 495 funds tracked by Wall St. Rank hold FDL as of Q2 2026.

Horst & Graben Wealth Management held 4,760 shares of First Trust Morningstar Dividend Leaders Index Fund worth $233K as of Q2 2026.
Horst & Graben Wealth Management bought 98 First Trust Morningstar Dividend Leaders Index Fund shares in Q2 2026, an estimated $4.89K.
First Trust Morningstar Dividend Leaders Index Fund made up 0.03% of Horst & Graben Wealth Management's portfolio in Q2 2026, its #191 holding.
Horst & Graben Wealth Management first reported a position in First Trust Morningstar Dividend Leaders Index Fund in Q1 2023 and has held it in 12 quarters since.
Horst & Graben Wealth Management's First Trust Morningstar Dividend Leaders Index Fund position peaked at $253K in Q2 2023.
495 funds tracked by Wall St. Rank held First Trust Morningstar Dividend Leaders Index Fund as of Q2 2026.

Based on Horst & Graben Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.