Key Financial Inc’s First Trust Morningstar Dividend Leaders Index Fund FDL Stock Holding History

Key Financial 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 Q3	$8.79K	Hold	179	–	–	﹤0.01%	886
2026 Q2	$8.71K	Hold	179	–	–	﹤0.01%	908
2026 Q1	$9.09K	Hold	179	–	–	﹤0.01%	904
2025 Q4	$7.94K	Sell	179 -104	-37%	-$4.53K	﹤0.01%	939
2025 Q3	$12.4K	Hold	283	–	–	﹤0.01%	827
2025 Q2	$11.8K	Hold	283	–	–	﹤0.01%	811
2025 Q1	$12.3K	Hold	283	–	–	﹤0.01%	771
2024 Q4	$11.4K	Hold	283	–	–	﹤0.01%	790
2024 Q3	$11.9K	Hold	283	–	–	﹤0.01%	750
2024 Q2	$10.7K	Sell	283 -600	-68%	-$22.8K	﹤0.01%	754
2024 Q1	$34K	Buy	883 +600	+212%	+$22K	0.01%	500
2023 Q4	$10.2K	Hold	283	–	–	﹤0.01%	730
2023 Q3	$9.46K	Hold	283	–	–	﹤0.01%	726
2023 Q2	$9.6K	Hold	283	–	–	﹤0.01%	741
2023 Q1	$10K	Hold	283	–	–	﹤0.01%	679
2022 Q4	$9.09K	Hold	283	–	–	﹤0.01%	646
2022 Q3	$9K	Hold	283	–	–	﹤0.01%	650
2022 Q2	$10K	Hold	283	–	–	0.01%	625
2022 Q1	$11K	Hold	283	–	–	0.01%	609
2021 Q4	$10K	Hold	283	–	–	0.01%	590
2021 Q3	$9K	Hold	283	–	–	0.01%	598
2021 Q2	$9K	Hold	283	–	–	0.01%	586
2021 Q1	$9K	Hold	283	–	–	0.01%	499
2020 Q4	$8K	Buy	+283	New	+$8K	0.01%	486
2020 Q2	–	Sell	-179	Closed	-$4K	–	270
2020 Q1	$4K	Buy	+179	New	+$5.16K	﹤0.01%	525

Other funds holding FDL

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Csenge Advisory Group Clearwater, Florida $2.53B AUM 18.15% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Rockport Wealth Fairview Park, Ohio $571M AUM 17.22% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

TRUE Private Wealth Advisors Salem, Oregon $1.18B AUM 28.67% 1-Year Est. Return

SEP

Southland Equity Partners Wildwood, Missouri $583M AUM 16.78% 1-Year Est. Return

Beacon Financial Group Dallas, Texas $1.11B AUM 15.9% 1-Year Est. Return

Key Financial Inc's FDL Position: Q3 2026 in Review

Key Financial Inc held its First Trust Morningstar Dividend Leaders Index Fund (FDL) position steady in Q3 2026 at 179 shares worth $8.79K. The position accounts for ﹤0.01% of the portfolio, ranked #886.

Key Financial Inc first reported a position in FDL in Q1 2020 and has held it in 25 quarters since. The position peaked at $34K in Q1 2024. 287 funds tracked by Wall St. Rank hold FDL as of Q3 2026.

Key Financial Inc held 179 shares of First Trust Morningstar Dividend Leaders Index Fund worth $8.79K as of Q3 2026.
Key Financial Inc left its First Trust Morningstar Dividend Leaders Index Fund share count unchanged in Q3 2026.
First Trust Morningstar Dividend Leaders Index Fund made up ﹤0.01% of Key Financial Inc's portfolio in Q3 2026, its #886 holding.
Key Financial Inc first reported a position in First Trust Morningstar Dividend Leaders Index Fund in Q1 2020 and has held it in 25 quarters since.
Key Financial Inc's First Trust Morningstar Dividend Leaders Index Fund position peaked at $34K in Q1 2024.
287 funds tracked by Wall St. Rank held First Trust Morningstar Dividend Leaders Index Fund as of Q3 2026.

Based on Key Financial Inc's 13F filing for Q3 2026, filed 2 Nov 2026.