Iams Wealth Management’s First Trust Morningstar Dividend Leaders Index Fund FDL Stock Holding History

Iams 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	$397K	Sell	8,159 -5,256	-39%	-$262K	0.12%	155
2026 Q1	$682K	Buy	13,415 +3,437	+34%	+$168K	0.24%	107
2025 Q4	$442K	Sell	9,978 -2,695	-21%	-$117K	0.16%	129
2025 Q3	$550K	Buy	12,673 +336	+3%	+$14.6K	0.22%	113
2025 Q2	$517K	Sell	12,337 -186	-1%	-$7.68K	0.24%	111
2025 Q1	$544K	Sell	12,523 -364	-3%	-$15.4K	0.25%	110
2024 Q4	$519K	Sell	12,887 -551	-4%	-$23.1K	0.24%	105
2024 Q3	$564K	Buy	13,438 +3,378	+34%	+$136K	0.28%	94
2024 Q2	$382K	Sell	10,060 -27,137	-73%	-$1.03M	0.21%	109
2024 Q1	$1.35M	Sell	37,197 -9,913	-21%	-$363K	0.83%	38
2023 Q4	$1.69M	Buy	47,110 +31,414	+200%	+$1.06M	1.09%	25
2023 Q3	$525K	Buy	+15,696	New	+$544K	0.36%	79
2023 Q2	–	Sell	-14,157	Closed	-$490K	–	152
2023 Q1	$498K	Sell	14,157 -1,079	-7%	-$39.5K	0.41%	71
2022 Q4	$557K	Buy	+15,236	New	+$549K	0.57%	60

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

Iams Wealth Management's FDL Position: Q2 2026 in Review

Iams Wealth Management reduced its First Trust Morningstar Dividend Leaders Index Fund (FDL) stake by 39% in Q2 2026, selling an estimated $262K and leaving 8,159 shares worth $397K. The position accounts for 0.12% of the portfolio, ranked #155.

Iams Wealth Management first reported a position in FDL in Q4 2022 and has held it in 14 quarters since. The position peaked at $1.69M in Q4 2023. 495 funds tracked by Wall St. Rank hold FDL as of Q2 2026.

Iams Wealth Management held 8,159 shares of First Trust Morningstar Dividend Leaders Index Fund worth $397K as of Q2 2026.
Iams Wealth Management sold 5,256 First Trust Morningstar Dividend Leaders Index Fund shares in Q2 2026, an estimated $262K.
First Trust Morningstar Dividend Leaders Index Fund made up 0.12% of Iams Wealth Management's portfolio in Q2 2026, its #155 holding.
Iams Wealth Management first reported a position in First Trust Morningstar Dividend Leaders Index Fund in Q4 2022 and has held it in 14 quarters since.
Iams Wealth Management's First Trust Morningstar Dividend Leaders Index Fund position peaked at $1.69M in Q4 2023.
495 funds tracked by Wall St. Rank held First Trust Morningstar Dividend Leaders Index Fund as of Q2 2026.

Based on Iams Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.