KFG
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Kingdom Financial Group’s First Trust Morningstar Dividend Leaders Index Fund FDL Stock Holding History

Kingdom Financial Group’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
-3,684
Closed -$187K – 882
2026
Q1 		$187K Buy
+3,684
New +$180K 0.05% 153

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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

Kingdom Financial Group's FDL Position: Q2 2026 in Review

Kingdom Financial Group sold out of First Trust Morningstar Dividend Leaders Index Fund (FDL) in Q2 2026, closing a stake of 3,684 shares — an estimated $187K sold.

Kingdom Financial Group first reported a position in FDL in Q1 2026 and held it in 1 quarter. The position peaked at $187K in Q1 2026. 495 funds tracked by Wall St. Rank hold FDL as of Q2 2026.

  • Kingdom Financial Group reported no remaining First Trust Morningstar Dividend Leaders Index Fund position as of Q2 2026 after selling out during the quarter.
  • Kingdom Financial Group sold 3,684 First Trust Morningstar Dividend Leaders Index Fund shares in Q2 2026, an estimated $187K.
  • Kingdom Financial Group first reported a position in First Trust Morningstar Dividend Leaders Index Fund in Q1 2026 and held it in 1 quarter.
  • Kingdom Financial Group's First Trust Morningstar Dividend Leaders Index Fund position peaked at $187K in Q1 2026.
  • 495 funds tracked by Wall St. Rank held First Trust Morningstar Dividend Leaders Index Fund as of Q2 2026.

Based on Kingdom Financial Group's 13F filing for Q2 2026, filed 7 Aug 2026.