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

IFP 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 Q2	$1.8M	Sell	37,020 -9,890	-21%	-$494K	0.03%	523
2026 Q1	$2.38M	Buy	46,910 +2,799	+6%	+$137K	0.05%	394
2025 Q4	$1.96M	Buy	44,111 +145	+0.3%	+$6.32K	0.04%	428
2025 Q3	$1.91M	Sell	43,966 -85	-0.2%	-$3.68K	0.05%	398
2025 Q2	$1.84M	Buy	44,051 +2,954	+7%	+$122K	0.05%	374
2025 Q1	$1.79M	Sell	41,097 -930	-2%	-$39.3K	0.06%	381
2024 Q4	$1.69M	Buy	42,027 +25	+0.1%	+$1.05K	0.06%	371
2024 Q3	$1.76M	Sell	42,002 -5,239	-11%	-$211K	0.06%	328
2024 Q2	$1.79M	Sell	47,241 -17,139	-27%	-$650K	0.07%	293
2024 Q1	$2.48M	Buy	64,380 +11,165	+21%	+$409K	0.11%	205
2023 Q4	$1.91M	Buy	53,215 +25,783	+94%	+$873K	0.09%	245
2023 Q3	$917K	Buy	27,432 +4,146	+18%	+$144K	0.04%	413
2023 Q2	$792K	Buy	23,286 +2,121	+10%	+$73.5K	0.03%	503
2023 Q1	$606K	Sell	21,165 -110,535	-84%	-$4.04M	0.03%	534
2022 Q4	$3.78M	Sell	131,700 -4,956	-4%	-$179K	0.1%	192
2022 Q3	$3.93M	Buy	136,656 +9,169	+7%	+$328K	0.1%	204
2022 Q2	$3.67M	Hold	127,487	–	–	0.12%	196
2022 Q1	$3.67M	Buy	127,487 +122,871	+2,662%	+$4.48M	0.12%	196
2021 Q4	$165K	Hold	4,616	–	–	﹤0.01%	1045
2021 Q3	$150K	Hold	4,616	–	–	﹤0.01%	1100
2021 Q2	$153K	Sell	4,616 -138	-3%	-$4.69K	﹤0.01%	1039
2021 Q1	$155K	Sell	4,754 -227	-5%	-$7.04K	﹤0.01%	954
2020 Q4	$149K	Sell	4,981 -1,253	-20%	-$35.4K	0.01%	938
2020 Q3	$163K	Hold	6,234	–	–	0.01%	779
2020 Q2	$157K	Hold	6,234	–	–	0.01%	760
2020 Q1	$142K	Buy	6,234 +6,037	+3,064%	+$174K	0.01%	694
2019 Q4	$6K	Sell	197 -35,435	-99%	-$1.13M	﹤0.01%	2113
2019 Q3	$1.1M	Buy	+35,632	New	+$1.09M	0.07%	281
2019 Q1	$697K	Sell	23,040 -42,558	-65%	-$1.23M	0.1%	221
2018 Q4	$1.78M	Sell	65,598 -3,478	-5%	-$101K	0.11%	211
2018 Q3	$2.06M	Sell	69,076 -3,584	-5%	-$106K	0.08%	251
2018 Q2	$2.08M	Sell	72,660 -4,759	-6%	-$136K	0.09%	242
2018 Q1	$2.33M	Hold	77,419	–	–	0.11%	214
2017 Q4	$2.33M	Sell	77,419 -4,218	-5%	-$124K	0.11%	214
2017 Q3	$2.37M	Sell	81,637 -1,011	-1%	-$28.7K	0.09%	233
2017 Q2	$2.33M	Buy	82,648 +8,036	+11%	+$229K	0.1%	229
2017 Q1	$2.15M	Buy	74,612 +2,941	+4%	+$84K	0.09%	239
2016 Q4	$1.99M	Buy	71,671 +8,579	+14%	+$233K	0.1%	228
2016 Q3	$1.72M	Sell	63,092 -29,937	-32%	-$819K	0.09%	251
2016 Q2	$2.5M	Buy	93,029 +69,989	+304%	+$1.81M	0.14%	155
2016 Q1	$697K	Sell	23,040 -44,945	-66%	-$1.09M	0.1%	221
2015 Q4	$1.61M	Buy	+67,985	New	+$1.61M	0.11%	200

Other funds holding FDL

SEP

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

BFG

Beacon Financial Group Dallas, Texas $1.1B AUM 21.5% 1-Year Est. Return

RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return

Manchester Financial Westlake Village, California $563M AUM 21.72% 1-Year Est. Return

SFWA

Summit Financial Wealth Advisors Lafayette, Louisiana $782M AUM 24.35% 1-Year Est. Return

HPC

Hobart Private Capital Charlotte, North Carolina $583M AUM 21.67% 1-Year Est. Return

NLP

Next Level Private Harrison, New York $511M AUM 30.94% 1-Year Est. Return

KCFA

Key Client Fiduciary Advisors Fairfield, New Jersey $347M AUM 35.3% 1-Year Est. Return

JWA

JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return

IRC

Investors Research Corp Atlanta, Georgia $559M AUM 21.55% 1-Year Est. Return

IFP Advisors's FDL Position: Q2 2026 in Review

IFP Advisors reduced its First Trust Morningstar Dividend Leaders Index Fund (FDL) stake by 21% in Q2 2026, selling an estimated $494K and leaving 37,020 shares worth $1.8M. The position accounts for 0.03% of the portfolio, ranked #523.

IFP Advisors first reported a position in FDL in Q4 2015 and has held it in 42 quarters since. The position peaked at $3.93M in Q3 2022. 83 funds tracked by Wall St. Rank hold FDL as of Q2 2026.

IFP Advisors held 37,020 shares of First Trust Morningstar Dividend Leaders Index Fund worth $1.8M as of Q2 2026.
IFP Advisors sold 9,890 First Trust Morningstar Dividend Leaders Index Fund shares in Q2 2026, an estimated $494K.
First Trust Morningstar Dividend Leaders Index Fund made up 0.03% of IFP Advisors's portfolio in Q2 2026, its #523 holding.
IFP Advisors first reported a position in First Trust Morningstar Dividend Leaders Index Fund in Q4 2015 and has held it in 42 quarters since.
IFP Advisors's First Trust Morningstar Dividend Leaders Index Fund position peaked at $3.93M in Q3 2022.
83 funds tracked by Wall St. Rank held First Trust Morningstar Dividend Leaders Index Fund as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.