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

IHT 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	$4.96M	Buy	101,832 +6,923	+7%	+$345K	0.11%	205
2026 Q1	$4.82M	Sell	94,909 -769	-0.8%	-$37.6K	0.11%	194
2025 Q4	$4.24M	Sell	95,678 -1,171	-1%	-$51K	0.1%	201
2025 Q3	$4.2M	Buy	96,849 +7,054	+8%	+$306K	0.11%	186
2025 Q2	$3.76M	Buy	89,795 +17,178	+24%	+$709K	0.1%	186
2025 Q1	$3.15M	Buy	72,617 +1,506	+2%	+$63.6K	0.1%	204
2024 Q4	$2.86M	Sell	71,111 -3,194	-4%	-$134K	0.09%	206
2024 Q3	$3.12M	Buy	74,305 +3,110	+4%	+$125K	0.09%	231
2024 Q2	$2.7M	Buy	71,195 +11,401	+19%	+$433K	0.1%	200
2024 Q1	$2.3M	Buy	59,794 +5,278	+10%	+$193K	0.09%	224
2023 Q4	$1.96M	Buy	54,516 +5,378	+11%	+$182K	0.09%	225
2023 Q3	$1.64M	Buy	49,138 +3,018	+7%	+$105K	0.08%	231
2023 Q2	$1.57M	Buy	46,120 +17,694	+62%	+$613K	0.08%	232
2023 Q1	$1.01M	Buy	+28,426	New	+$1.04M	0.06%	307
2022 Q3	–	Sell	-104,288	Closed	-$3.67M	–	880
2022 Q2	$3.67M	Buy	+104,288	New	+$3.9M	0.32%	64
2020 Q2	–	Sell	-23,369	Closed	-$522K	–	598
2020 Q1	$522K	Sell	23,369 -8,127	-26%	-$234K	0.08%	276
2019 Q4	$1.03M	Sell	31,496 -27,067	-46%	-$861K	0.12%	192
2019 Q3	$1.82M	Sell	58,563 -5,862	-9%	-$179K	0.25%	97
2019 Q2	$1.97M	Buy	64,425 +12,032	+23%	+$363K	0.29%	85
2019 Q1	$1.58M	Buy	52,393 +42,792	+446%	+$1.24M	0.26%	97
2018 Q4	$262K	Buy	9,601 +2,521	+36%	+$73.2K	0.05%	363
2018 Q3	$211K	Sell	7,080 -3,244	-31%	-$95.5K	0.05%	398
2018 Q2	$295K	Sell	10,324 -1,570	-13%	-$44.7K	0.08%	307
2018 Q1	$329K	Buy	11,894 +177	+2%	+$5.2K	0.09%	254
2017 Q4	$357K	Sell	11,717 -7,695	-40%	-$226K	0.09%	255
2017 Q3	$566K	Buy	19,412 +14,661	+309%	+$416K	0.24%	99
2017 Q2	$24K	Buy	4,751 +2,913	+158%	+$83.2K	0.01%	729
2017 Q1	$161K	Buy	1,838 +1,583	+621%	+$45.2K	0.11%	213
2016 Q4	$7K	Buy	+255	New	+$6.92K	0.01%	865

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

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

IHT Wealth Management increased its First Trust Morningstar Dividend Leaders Index Fund (FDL) stake by 7.3% in Q2 2026, buying an estimated $345K and bringing the position to 101,832 shares worth $4.96M. The position accounts for 0.11% of the portfolio, ranked #205.

IHT Wealth Management first reported a position in FDL in Q4 2016 and has held it in 29 quarters since. 495 funds tracked by Wall St. Rank hold FDL as of Q2 2026.

IHT Wealth Management held 101,832 shares of First Trust Morningstar Dividend Leaders Index Fund worth $4.96M as of Q2 2026.
IHT Wealth Management bought 6,923 First Trust Morningstar Dividend Leaders Index Fund shares in Q2 2026, an estimated $345K.
First Trust Morningstar Dividend Leaders Index Fund made up 0.11% of IHT Wealth Management's portfolio in Q2 2026, its #205 holding.
IHT Wealth Management first reported a position in First Trust Morningstar Dividend Leaders Index Fund in Q4 2016 and has held it in 29 quarters since.
495 funds tracked by Wall St. Rank held First Trust Morningstar Dividend Leaders Index Fund as of Q2 2026.

Based on IHT Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.