Key Client Fiduciary Advisors’s First Trust Morningstar Dividend Leaders Index Fund FDL Stock Holding History

Key Client Fiduciary Advisors’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	$9.8M	Buy	201,438 +18,838	+10%	+$940K	2.83%	6
2026 Q1	$9.28M	Buy	182,600 +3,109	+2%	+$152K	3.15%	6
2025 Q4	$7.96M	Sell	179,491 -2,182	-1%	-$95K	2.71%	6
2025 Q3	$7.89M	Buy	181,673 +817	+0.5%	+$35.4K	2.61%	7
2025 Q2	$7.57M	Buy	180,856 +1,274	+0.7%	+$52.6K	3.06%	5
2025 Q1	$7.8M	Buy	179,582 +4,747	+3%	+$201K	3.55%	4
2024 Q4	$7.04M	Sell	174,835 -3,264	-2%	-$137K	3.1%	5
2024 Q3	$7.47M	Sell	178,099 -3,467	-2%	-$140K	3.34%	5
2024 Q2	$6.89M	Sell	181,566 -1,696	-0.9%	-$64.3K	3.42%	5
2024 Q1	$7.05M	Buy	183,262 +409	+0.2%	+$15K	3.74%	5
2023 Q4	$6.56M	Sell	182,853 -4,031	-2%	-$137K	3.81%	5
2023 Q3	$6.25M	Sell	186,884 -1,881	-1%	-$65.2K	3.83%	4
2023 Q2	$6.42M	Sell	188,765 -4,756	-2%	-$165K	3.74%	4
2023 Q1	$6.87M	Buy	193,521 +11,305	+6%	+$414K	4.29%	4
2022 Q4	$6.66M	Buy	182,216 +20,804	+13%	+$750K	4.5%	2
2022 Q3	$5.19M	Buy	161,412 +1,094	+0.7%	+$39.1K	4.69%	2
2022 Q2	$5.65M	Buy	160,318 +6,140	+4%	+$230K	5.5%	1
2022 Q1	$5.77M	Buy	154,178 +23,326	+18%	+$850K	4.56%	2
2021 Q4	$4.65M	Buy	+130,852	New	+$4.46M	3.84%	5

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

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

IRC

Investors Research Corp Atlanta, Georgia $559M AUM 21.55% 1-Year Est. Return

Key Client Fiduciary Advisors's FDL Position: Q2 2026 in Review

Key Client Fiduciary Advisors increased its First Trust Morningstar Dividend Leaders Index Fund (FDL) stake by 10% in Q2 2026, buying an estimated $940K and bringing the position to 201,438 shares worth $9.8M. The position accounts for 2.83% of the portfolio, ranked #6.

Key Client Fiduciary Advisors first reported a position in FDL in Q4 2021 and has held it in 19 quarters since. 90 funds tracked by Wall St. Rank hold FDL as of Q2 2026.

Key Client Fiduciary Advisors held 201,438 shares of First Trust Morningstar Dividend Leaders Index Fund worth $9.8M as of Q2 2026.
Key Client Fiduciary Advisors bought 18,838 First Trust Morningstar Dividend Leaders Index Fund shares in Q2 2026, an estimated $940K.
First Trust Morningstar Dividend Leaders Index Fund made up 2.83% of Key Client Fiduciary Advisors's portfolio in Q2 2026, its #6 holding.
Key Client Fiduciary Advisors first reported a position in First Trust Morningstar Dividend Leaders Index Fund in Q4 2021 and has held it in 19 quarters since.
90 funds tracked by Wall St. Rank held First Trust Morningstar Dividend Leaders Index Fund as of Q2 2026.

Based on Key Client Fiduciary Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.