Laraway Financial Advisors’s First Trust Morningstar Dividend Leaders Index Fund FDL Stock Holding History

Laraway Financial 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	$306K	Sell	6,297 -117	-2%	-$5.84K	0.19%	115
2026 Q1	$326K	Buy	6,414 +85	+1%	+$4.15K	0.23%	100
2025 Q4	$281K	Buy	6,329 +416	+7%	+$18.1K	0.18%	114
2025 Q3	$257K	Buy	5,913 +562	+11%	+$24.4K	0.18%	115
2025 Q2	$224K	Buy	5,351 +7	+0.1%	+$289	0.17%	114
2025 Q1	$232K	Buy	+5,344	New	+$226K	0.18%	111

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

Laraway Financial Advisors's FDL Position: Q2 2026 in Review

Laraway Financial Advisors reduced its First Trust Morningstar Dividend Leaders Index Fund (FDL) stake by 1.8% in Q2 2026, selling an estimated $5.84K and leaving 6,297 shares worth $306K. The position accounts for 0.19% of the portfolio, ranked #115.

Laraway Financial Advisors first reported a position in FDL in Q1 2025 and has held it in 6 quarters since. The position peaked at $326K in Q1 2026. 495 funds tracked by Wall St. Rank hold FDL as of Q2 2026.

Laraway Financial Advisors held 6,297 shares of First Trust Morningstar Dividend Leaders Index Fund worth $306K as of Q2 2026.
Laraway Financial Advisors sold 117 First Trust Morningstar Dividend Leaders Index Fund shares in Q2 2026, an estimated $5.84K.
First Trust Morningstar Dividend Leaders Index Fund made up 0.19% of Laraway Financial Advisors's portfolio in Q2 2026, its #115 holding.
Laraway Financial Advisors first reported a position in First Trust Morningstar Dividend Leaders Index Fund in Q1 2025 and has held it in 6 quarters since.
Laraway Financial Advisors's First Trust Morningstar Dividend Leaders Index Fund position peaked at $326K in Q1 2026.
495 funds tracked by Wall St. Rank held First Trust Morningstar Dividend Leaders Index Fund as of Q2 2026.

Based on Laraway Financial Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.