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

Lighthouse 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	$1.91M	Buy	39,229 +1,433	+4%	+$71.5K	1.19%	18
2026 Q1	$1.92M	Buy	37,796 +11,962	+46%	+$585K	1.3%	16
2025 Q4	$1.15M	Buy	25,834 +4,347	+20%	+$189K	0.78%	23
2025 Q3	$933K	Buy	21,487 +8,430	+65%	+$365K	0.76%	24
2025 Q2	$547K	Buy	+13,057	New	+$539K	0.47%	32

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

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

Lighthouse Wealth Management increased its First Trust Morningstar Dividend Leaders Index Fund (FDL) stake by 3.8% in Q2 2026, buying an estimated $71.5K and bringing the position to 39,229 shares worth $1.91M. The position accounts for 1.19% of the portfolio, ranked #18.

Lighthouse Wealth Management first reported a position in FDL in Q2 2025 and has held it in 5 quarters since. The position peaked at $1.92M in Q1 2026. 495 funds tracked by Wall St. Rank hold FDL as of Q2 2026.

Lighthouse Wealth Management held 39,229 shares of First Trust Morningstar Dividend Leaders Index Fund worth $1.91M as of Q2 2026.
Lighthouse Wealth Management bought 1,433 First Trust Morningstar Dividend Leaders Index Fund shares in Q2 2026, an estimated $71.5K.
First Trust Morningstar Dividend Leaders Index Fund made up 1.19% of Lighthouse Wealth Management's portfolio in Q2 2026, its #18 holding.
Lighthouse Wealth Management first reported a position in First Trust Morningstar Dividend Leaders Index Fund in Q2 2025 and has held it in 5 quarters since.
Lighthouse Wealth Management's First Trust Morningstar Dividend Leaders Index Fund position peaked at $1.92M in Q1 2026.
495 funds tracked by Wall St. Rank held First Trust Morningstar Dividend Leaders Index Fund as of Q2 2026.

Based on Lighthouse Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.