Independent Wealth Network’s First Trust Morningstar Dividend Leaders Index Fund FDL Stock Holding History

Independent Wealth Network’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	–	Sell	-3,973	Closed	-$202K	–	347
2026 Q1	$202K	Buy	+3,973	New	+$194K	0.06%	280
2025 Q4	–	Sell	-4,892	Closed	-$212K	–	297
2025 Q3	$212K	Sell	4,892 -35	-0.7%	-$1.52K	0.07%	250
2025 Q2	$206K	Buy	+4,927	New	+$203K	0.08%	245
2024 Q1	–	Sell	-5,989	Closed	-$215K	–	230
2023 Q4	$215K	Sell	5,989 -452	-7%	-$15.3K	0.11%	194
2023 Q3	$215K	Hold	6,441	–	–	0.13%	181
2023 Q2	$219K	Sell	6,441 -397	-6%	-$13.8K	0.13%	182
2023 Q1	$243K	Sell	6,838 -120	-2%	-$4.39K	0.16%	153
2022 Q4	$254K	Buy	+6,958	New	+$251K	0.17%	143

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

JWCA

J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return

JWA

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

Independent Wealth Network's FDL Position: Q2 2026 in Review

Independent Wealth Network sold out of First Trust Morningstar Dividend Leaders Index Fund (FDL) in Q2 2026, closing a stake of 3,973 shares — an estimated $202K sold.

Independent Wealth Network first reported a position in FDL in Q4 2022 and held it in 8 quarters. The position peaked at $254K in Q4 2022. 101 funds tracked by Wall St. Rank hold FDL as of Q2 2026.

Independent Wealth Network reported no remaining First Trust Morningstar Dividend Leaders Index Fund position as of Q2 2026 after selling out during the quarter.
Independent Wealth Network sold 3,973 First Trust Morningstar Dividend Leaders Index Fund shares in Q2 2026, an estimated $202K.
Independent Wealth Network first reported a position in First Trust Morningstar Dividend Leaders Index Fund in Q4 2022 and held it in 8 quarters.
Independent Wealth Network's First Trust Morningstar Dividend Leaders Index Fund position peaked at $254K in Q4 2022.
101 funds tracked by Wall St. Rank held First Trust Morningstar Dividend Leaders Index Fund as of Q2 2026.

Based on Independent Wealth Network's 13F filing for Q2 2026, filed 20 Jul 2026.