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 Q1	$217K	Buy	+4,275	New	+$209K	0.03%	136

Other funds holding FDL

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Kelman-Lazarov Inc's FDL Position: Q1 2026 in Review

Kelman-Lazarov Inc opened a new position in First Trust Morningstar Dividend Leaders Index Fund (FDL) in Q1 2026: 4,275 shares worth $217K. The stake represents 0.03% of the portfolio and ranks #136 among its holdings.

502 funds tracked by Wall St. Rank hold FDL as of Q1 2026.

Kelman-Lazarov Inc held 4,275 shares of First Trust Morningstar Dividend Leaders Index Fund worth $217K as of Q1 2026.
First Trust Morningstar Dividend Leaders Index Fund was a new Kelman-Lazarov Inc position in Q1 2026.
First Trust Morningstar Dividend Leaders Index Fund made up 0.03% of Kelman-Lazarov Inc's portfolio in Q1 2026, its #136 holding.
502 funds tracked by Wall St. Rank held First Trust Morningstar Dividend Leaders Index Fund as of Q1 2026.

Based on Kelman-Lazarov Inc's 13F filing for Q1 2026, filed 27 Apr 2026.