Kingswood Wealth Advisors’s First Trust Morningstar Dividend Leaders Index Fund FDL Stock Holding History

Kingswood Wealth 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	$2.79M	Buy	57,411 +1,553	+3%	+$77.5K	0.11%	202
2026 Q1	$2.84M	Buy	55,858 +13,463	+32%	+$658K	0.13%	176
2025 Q4	$1.88M	Buy	42,395 +18,987	+81%	+$827K	0.09%	225
2025 Q3	$1.02M	Sell	23,408 -3,504	-13%	-$152K	0.06%	310
2025 Q2	$1.13M	Buy	26,912 +5,435	+25%	+$224K	0.09%	241
2025 Q1	$933K	Buy	21,477 +10,106	+89%	+$427K	0.09%	263
2024 Q4	$458K	Buy	+11,371	New	+$477K	0.03%	466

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

Kingswood Wealth Advisors's FDL Position: Q2 2026 in Review

Kingswood Wealth Advisors increased its First Trust Morningstar Dividend Leaders Index Fund (FDL) stake by 2.8% in Q2 2026, buying an estimated $77.5K and bringing the position to 57,411 shares worth $2.79M. The position accounts for 0.11% of the portfolio, ranked #202.

Kingswood Wealth Advisors first reported a position in FDL in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.84M in Q1 2026. 494 funds tracked by Wall St. Rank hold FDL as of Q2 2026.

Kingswood Wealth Advisors held 57,411 shares of First Trust Morningstar Dividend Leaders Index Fund worth $2.79M as of Q2 2026.
Kingswood Wealth Advisors bought 1,553 First Trust Morningstar Dividend Leaders Index Fund shares in Q2 2026, an estimated $77.5K.
First Trust Morningstar Dividend Leaders Index Fund made up 0.11% of Kingswood Wealth Advisors's portfolio in Q2 2026, its #202 holding.
Kingswood Wealth Advisors first reported a position in First Trust Morningstar Dividend Leaders Index Fund in Q4 2024 and has held it in 7 quarters since.
Kingswood Wealth Advisors's First Trust Morningstar Dividend Leaders Index Fund position peaked at $2.84M in Q1 2026.
494 funds tracked by Wall St. Rank held First Trust Morningstar Dividend Leaders Index Fund as of Q2 2026.

Based on Kingswood Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.