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 Q2	$20.6M	Buy	422,375 +27,739	+7%	+$1.38M	0.25%	74
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 San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Kingsview Wealth Management's FDL Position: Q2 2026 in Review

Kingsview Wealth Management increased its First Trust Morningstar Dividend Leaders Index Fund (FDL) stake by 7% in Q2 2026, buying an estimated $1.38M and bringing the position to 422,375 shares worth $20.6M. The position accounts for 0.25% of the portfolio, ranked #74.

Kingsview Wealth Management first reported a position in FDL in Q2 2022 and has held it in 16 quarters since. 495 funds tracked by Wall St. Rank hold FDL as of Q2 2026.

Kingsview Wealth Management held 422,375 shares of First Trust Morningstar Dividend Leaders Index Fund worth $20.6M as of Q2 2026.
Kingsview Wealth Management bought 27,739 First Trust Morningstar Dividend Leaders Index Fund shares in Q2 2026, an estimated $1.38M.
First Trust Morningstar Dividend Leaders Index Fund made up 0.25% of Kingsview Wealth Management's portfolio in Q2 2026, its #74 holding.
Kingsview Wealth Management first reported a position in First Trust Morningstar Dividend Leaders Index Fund in Q2 2022 and has held it in 16 quarters since.
495 funds tracked by Wall St. Rank held First Trust Morningstar Dividend Leaders Index Fund as of Q2 2026.

Based on Kingsview Wealth Management's 13F filing for Q2 2026, filed 19 Aug 2026.