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

Institute for 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	$317K	Hold	6,507	–	–	0.03%	414
2026 Q1	$331K	Hold	6,507	–	–	0.04%	405
2025 Q4	$289K	Hold	6,507	–	–	0.03%	441
2025 Q3	$282K	Hold	6,507	–	–	0.03%	467
2025 Q2	$272K	Hold	6,507	–	–	0.03%	455
2025 Q1	$283K	Hold	6,507	–	–	0.04%	427
2024 Q4	$262K	Sell	6,507 -91	-1%	-$3.82K	0.03%	430
2024 Q3	$277K	Hold	6,598	–	–	0.03%	437
2024 Q2	$250K	Hold	6,598	–	–	0.03%	429
2024 Q1	$254K	Sell	6,598 -72	-1%	-$2.64K	0.03%	427
2023 Q4	$239K	Hold	6,670	–	–	0.04%	423
2023 Q3	$223K	Sell	6,670 -19	-0.3%	-$659	0.04%	411
2023 Q2	$227K	Hold	6,689	–	–	0.04%	417
2023 Q1	$237K	Hold	6,689	–	–	0.05%	400
2022 Q4	$245K	Sell	6,689 -93	-1%	-$3.35K	0.05%	388
2022 Q3	$218K	Hold	6,782	–	–	0.05%	406
2022 Q2	$239K	Hold	6,782	–	–	0.05%	452
2022 Q1	$254K	Hold	6,782	–	–	0.04%	462
2021 Q4	$241K	Hold	6,782	–	–	0.04%	423
2021 Q3	$222K	Hold	6,782	–	–	0.04%	442
2021 Q2	$225K	Hold	6,782	–	–	0.04%	438
2021 Q1	$222K	Hold	6,782	–	–	0.04%	421
2020 Q4	$201K	Buy	+6,782	New	+$192K	0.04%	428
2020 Q1	–	Sell	-8,932	Closed	-$291K	–	477
2019 Q4	$291K	Hold	8,932	–	–	0.07%	351
2019 Q3	$277K	Sell	8,932 -908	-9%	-$27.8K	0.07%	339
2019 Q2	$301K	Buy	9,840 +968	+11%	+$29.2K	0.07%	352
2019 Q1	$268K	Buy	+8,872	New	+$257K	0.06%	356
2018 Q1	–	Sell	-6,916	Closed	-$208K	–	302
2017 Q4	$208K	Buy	+6,916	New	+$204K	0.05%	352

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

Institute for Wealth Management's FDL Position: Q2 2026 in Review

Institute for Wealth Management held its First Trust Morningstar Dividend Leaders Index Fund (FDL) position steady in Q2 2026 at 6,507 shares worth $317K. The position accounts for 0.03% of the portfolio, ranked #414.

Institute for Wealth Management first reported a position in FDL in Q4 2017 and has held it in 28 quarters since. The position peaked at $331K in Q1 2026. 495 funds tracked by Wall St. Rank hold FDL as of Q2 2026.

Institute for Wealth Management held 6,507 shares of First Trust Morningstar Dividend Leaders Index Fund worth $317K as of Q2 2026.
Institute for Wealth Management left its First Trust Morningstar Dividend Leaders Index Fund share count unchanged in Q2 2026.
First Trust Morningstar Dividend Leaders Index Fund made up 0.03% of Institute for Wealth Management's portfolio in Q2 2026, its #414 holding.
Institute for Wealth Management first reported a position in First Trust Morningstar Dividend Leaders Index Fund in Q4 2017 and has held it in 28 quarters since.
Institute for Wealth Management's First Trust Morningstar Dividend Leaders Index Fund position peaked at $331K in Q1 2026.
495 funds tracked by Wall St. Rank held First Trust Morningstar Dividend Leaders Index Fund as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.