Lloyd Advisory Services’s First Trust Morningstar Dividend Leaders Index Fund FDL Stock Holding History

Lloyd Advisory Services’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	$28.1K	Sell	577 -3,107	-84%	-$155K	0.01%	287
2026 Q1	$187K	Buy	+3,684	New	+$180K	0.05%	153
2025 Q2	–	Sell	-42,157	Closed	-$1.83M	–	106
2025 Q1	$1.83M	Buy	+42,157	New	+$1.78M	0.92%	21
2024 Q2	–	Sell	-274,632	Closed	-$10.6M	–	127
2024 Q1	$10.6M	Buy	+274,632	New	+$10.1M	2.25%	8

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

Lloyd Advisory Services's FDL Position: Q2 2026 in Review

Lloyd Advisory Services reduced its First Trust Morningstar Dividend Leaders Index Fund (FDL) stake by 84% in Q2 2026, selling an estimated $155K and leaving 577 shares worth $28.1K. The position accounts for 0.01% of the portfolio, ranked #287.

Lloyd Advisory Services first reported a position in FDL in Q1 2024 and has held it in 4 quarters since. The position peaked at $10.6M in Q1 2024. 495 funds tracked by Wall St. Rank hold FDL as of Q2 2026.

Lloyd Advisory Services held 577 shares of First Trust Morningstar Dividend Leaders Index Fund worth $28.1K as of Q2 2026.
Lloyd Advisory Services sold 3,107 First Trust Morningstar Dividend Leaders Index Fund shares in Q2 2026, an estimated $155K.
First Trust Morningstar Dividend Leaders Index Fund made up 0.01% of Lloyd Advisory Services's portfolio in Q2 2026, its #287 holding.
Lloyd Advisory Services first reported a position in First Trust Morningstar Dividend Leaders Index Fund in Q1 2024 and has held it in 4 quarters since.
Lloyd Advisory Services's First Trust Morningstar Dividend Leaders Index Fund position peaked at $10.6M in Q1 2024.
495 funds tracked by Wall St. Rank held First Trust Morningstar Dividend Leaders Index Fund as of Q2 2026.

Based on Lloyd Advisory Services's 13F filing for Q2 2026, filed 7 Aug 2026.