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VAQUERO PRIVATE WEALTH, LTD’s First Trust Morningstar Dividend Leaders Index Fund FDL Stock Holding History

VAQUERO PRIVATE WEALTH, LTD’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 		$284K Buy
+5,844
New +$292K 0.06% 125

Other funds holding FDL

SEP
Southland Equity Partners Wildwood, Missouri $571M AUM 22.77% 1-Year Est. Return
BFG
Beacon Financial Group Dallas, Texas $1.1B AUM 21.5% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
MF
Manchester Financial Westlake Village, California $563M AUM 21.72% 1-Year Est. Return
SFWA
Summit Financial Wealth Advisors Lafayette, Louisiana $782M AUM 24.35% 1-Year Est. Return
HPC
Hobart Private Capital Charlotte, North Carolina $583M AUM 21.67% 1-Year Est. Return
NLP
Next Level Private Harrison, New York $511M AUM 30.94% 1-Year Est. Return
KCFA
Key Client Fiduciary Advisors Fairfield, New Jersey $347M AUM 35.3% 1-Year Est. Return
JWA
JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return
IRC
Investors Research Corp Atlanta, Georgia $559M AUM 21.55% 1-Year Est. Return

VAQUERO PRIVATE WEALTH, LTD's FDL Position: Q2 2026 in Review

VAQUERO PRIVATE WEALTH, LTD opened a new position in First Trust Morningstar Dividend Leaders Index Fund (FDL) in Q2 2026: 5,844 shares worth $284K. The stake represents 0.06% of the portfolio and ranks #125 among its holdings.

73 funds tracked by Wall St. Rank hold FDL as of Q2 2026.

  • VAQUERO PRIVATE WEALTH, LTD held 5,844 shares of First Trust Morningstar Dividend Leaders Index Fund worth $284K as of Q2 2026.
  • First Trust Morningstar Dividend Leaders Index Fund was a new VAQUERO PRIVATE WEALTH, LTD position in Q2 2026.
  • First Trust Morningstar Dividend Leaders Index Fund made up 0.06% of VAQUERO PRIVATE WEALTH, LTD's portfolio in Q2 2026, its #125 holding.
  • 73 funds tracked by Wall St. Rank held First Trust Morningstar Dividend Leaders Index Fund as of Q2 2026.

Based on VAQUERO PRIVATE WEALTH, LTD's 13F filing for Q2 2026, filed 17 Jul 2026.