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
2023 Q3	–	Sell	-29,592	Closed	-$1M	–	143
2023 Q2	$1M	Buy	+29,592	New	+$1.03M	0.37%	79

Other funds holding FDL

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Rockport Wealth Fairview Park, Ohio $595M AUM 23.65% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

TPWA

TRUE Private Wealth Advisors Salem, Oregon $1.16B AUM 36.18% 1-Year Est. Return

SEP

Southland Equity Partners Wildwood, Missouri $571M AUM 22.77% 1-Year Est. Return

Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return

BFG

Beacon Financial Group Dallas, Texas $1.1B AUM 21.5% 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. 203 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.
203 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.