Independent Financial Group’s First Trust Morningstar Dividend Leaders Index Fund FDL Stock Holding History

Independent Financial Group’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	$2.56M	Sell	52,602 -2,618	-5%	-$131K	0.05%	380
2026 Q1	$2.81M	Buy	55,220 +2,686	+5%	+$131K	0.06%	322
2025 Q4	$2.33M	Sell	52,534 -8,345	-14%	-$363K	0.05%	352
2025 Q3	$2.64M	Buy	60,879 +6,157	+11%	+$267K	0.06%	302
2025 Q2	$2.29M	Buy	54,722 +17,626	+48%	+$728K	0.06%	301
2025 Q1	$1.61M	Sell	37,096 -3,372	-8%	-$143K	0.06%	345
2024 Q4	$1.63M	Buy	40,468 +2,569	+7%	+$108K	0.05%	342
2024 Q3	$1.59M	Sell	37,899 -2,756	-7%	-$111K	0.06%	327
2024 Q2	$1.54M	Buy	40,655 +853	+2%	+$32.4K	0.06%	286
2024 Q1	$1.53M	Buy	39,802 +3,885	+11%	+$142K	0.07%	275
2023 Q4	$1.29M	Buy	35,917 +2,563	+8%	+$86.8K	0.07%	297
2023 Q3	$1.12M	Buy	33,354 +5,180	+18%	+$180K	0.07%	292
2023 Q2	$958K	Buy	28,174 +3,460	+14%	+$120K	0.07%	315
2023 Q1	$877K	Sell	24,714 -3,979	-14%	-$146K	0.07%	308
2022 Q4	$1.05M	Buy	28,693 +4,607	+19%	+$166K	0.09%	228
2022 Q3	$774K	Buy	24,086 +6,949	+41%	+$248K	0.07%	286
2022 Q2	$604K	Buy	17,137 +1,023	+6%	+$38.3K	0.06%	327
2022 Q1	$603K	Sell	16,114 -1,510	-9%	-$55.1K	0.05%	372
2021 Q4	$627K	Buy	17,624 +30	+0.2%	+$1.02K	0.05%	361
2021 Q3	$576K	Buy	+17,594	New	+$590K	0.06%	327

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

Independent Financial Group's FDL Position: Q2 2026 in Review

Independent Financial Group reduced its First Trust Morningstar Dividend Leaders Index Fund (FDL) stake by 4.7% in Q2 2026, selling an estimated $131K and leaving 52,602 shares worth $2.56M. The position accounts for 0.05% of the portfolio, ranked #380.

Independent Financial Group first reported a position in FDL in Q3 2021 and has held it in 20 quarters since. The position peaked at $2.81M in Q1 2026. 494 funds tracked by Wall St. Rank hold FDL as of Q2 2026.

Independent Financial Group held 52,602 shares of First Trust Morningstar Dividend Leaders Index Fund worth $2.56M as of Q2 2026.
Independent Financial Group sold 2,618 First Trust Morningstar Dividend Leaders Index Fund shares in Q2 2026, an estimated $131K.
First Trust Morningstar Dividend Leaders Index Fund made up 0.05% of Independent Financial Group's portfolio in Q2 2026, its #380 holding.
Independent Financial Group first reported a position in First Trust Morningstar Dividend Leaders Index Fund in Q3 2021 and has held it in 20 quarters since.
Independent Financial Group's First Trust Morningstar Dividend Leaders Index Fund position peaked at $2.81M in Q1 2026.
494 funds tracked by Wall St. Rank held First Trust Morningstar Dividend Leaders Index Fund as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.