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Kingsview Wealth Management’s First Trust Morningstar Dividend Leaders Index Fund FDL Stock Holding History

Kingsview Wealth Management’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 		$20M Buy
394,636
+325,573
+471% +$15.9M 0.27% 68
2025
Q4 		$3.06M Buy
69,063
+6,514
+10% +$284K 0.04% 388
2025
Q3 		$2.72M Buy
62,549
+5,767
+10% +$250K 0.04% 399
2025
Q2 		$2.38M Buy
56,782
+9,374
+20% +$387K 0.04% 401
2025
Q1 		$2.06M Buy
47,408
+4,986
+12% +$211K 0.04% 384
2024
Q4 		$1.71M Buy
42,422
+4,431
+12% +$186K 0.03% 421
2024
Q3 		$1.59M Buy
37,991
+739
+2% +$29.8K 0.03% 424
2024
Q2 		$1.41M Buy
37,252
+2,673
+8% +$101K 0.03% 428
2024
Q1 		$1.33M Buy
34,579
+3,211
+10% +$118K 0.03% 432
2023
Q4 		$1.13M Sell
31,368
-9,464
-23% -$321K 0.03% 439
2023
Q3 		$1.37M Buy
40,832
+5,631
+16% +$195K 0.05% 363
2023
Q2 		$1.2M Sell
35,201
-6,912
-16% -$239K 0.05% 354
2023
Q1 		$1.5M Buy
42,113
+19,891
+90% +$728K 0.06% 298
2022
Q4 		$812K Buy
+22,222
New +$801K 0.04% 387
2022
Q3 		– Sell
-34,909
Closed -$1.23M – 836
2022
Q2 		$1.23M Buy
+34,909
New +$1.31M 0.06% 311

Other funds holding FDL

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Kingsview Wealth Management's FDL Position: Q1 2026 in Review

Kingsview Wealth Management increased its First Trust Morningstar Dividend Leaders Index Fund (FDL) stake by 471% in Q1 2026, buying an estimated $15.9M and bringing the position to 394,636 shares worth $20M. The position accounts for 0.27% of the portfolio, ranked #68.

Kingsview Wealth Management first reported a position in FDL in Q2 2022 and has held it in 15 quarters since. 501 funds tracked by Wall St. Rank hold FDL as of Q1 2026.

  • Kingsview Wealth Management held 394,636 shares of First Trust Morningstar Dividend Leaders Index Fund worth $20M as of Q1 2026.
  • Kingsview Wealth Management bought 325,573 First Trust Morningstar Dividend Leaders Index Fund shares in Q1 2026, an estimated $15.9M.
  • First Trust Morningstar Dividend Leaders Index Fund made up 0.27% of Kingsview Wealth Management's portfolio in Q1 2026, its #68 holding.
  • Kingsview Wealth Management first reported a position in First Trust Morningstar Dividend Leaders Index Fund in Q2 2022 and has held it in 15 quarters since.
  • 501 funds tracked by Wall St. Rank held First Trust Morningstar Dividend Leaders Index Fund as of Q1 2026.

Based on Kingsview Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.