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Kelman-Lazarov Inc’s First Trust Morningstar Dividend Leaders Index Fund FDL Stock Holding History

Kelman-Lazarov Inc’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
-4,275
Closed -$217K – 156
2026
Q1 		$217K Buy
+4,275
New +$209K 0.03% 136

Other funds holding FDL

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Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Kelman-Lazarov Inc's FDL Position: Q2 2026 in Review

Kelman-Lazarov Inc sold out of First Trust Morningstar Dividend Leaders Index Fund (FDL) in Q2 2026, closing a stake of 4,275 shares — an estimated $217K sold.

Kelman-Lazarov Inc first reported a position in FDL in Q1 2026 and held it in 1 quarter. The position peaked at $217K in Q1 2026. 495 funds tracked by Wall St. Rank hold FDL as of Q2 2026.

  • Kelman-Lazarov Inc reported no remaining First Trust Morningstar Dividend Leaders Index Fund position as of Q2 2026 after selling out during the quarter.
  • Kelman-Lazarov Inc sold 4,275 First Trust Morningstar Dividend Leaders Index Fund shares in Q2 2026, an estimated $217K.
  • Kelman-Lazarov Inc first reported a position in First Trust Morningstar Dividend Leaders Index Fund in Q1 2026 and held it in 1 quarter.
  • Kelman-Lazarov Inc's First Trust Morningstar Dividend Leaders Index Fund position peaked at $217K in Q1 2026.
  • 495 funds tracked by Wall St. Rank held First Trust Morningstar Dividend Leaders Index Fund as of Q2 2026.

Based on Kelman-Lazarov Inc's 13F filing for Q2 2026, filed 10 Aug 2026.