Madison Wealth Partners’s First Trust Morningstar Dividend Leaders Index Fund FDL Stock Holding History

Madison Wealth Partners’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	$534K	Buy	10,976 +2,421	+28%	+$121K	0.07%	153
2026 Q1	$435K	Buy	8,555 +22	+0.3%	+$1.07K	0.07%	127
2025 Q4	$378K	Buy	+8,533	New	+$372K	0.07%	129

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

Madison Wealth Partners's FDL Position: Q2 2026 in Review

Madison Wealth Partners increased its First Trust Morningstar Dividend Leaders Index Fund (FDL) stake by 28% in Q2 2026, buying an estimated $121K and bringing the position to 10,976 shares worth $534K. The position accounts for 0.07% of the portfolio, ranked #153.

Madison Wealth Partners first reported a position in FDL in Q4 2025 and has held it in 3 quarters since. 495 funds tracked by Wall St. Rank hold FDL as of Q2 2026.

Madison Wealth Partners held 10,976 shares of First Trust Morningstar Dividend Leaders Index Fund worth $534K as of Q2 2026.
Madison Wealth Partners bought 2,421 First Trust Morningstar Dividend Leaders Index Fund shares in Q2 2026, an estimated $121K.
First Trust Morningstar Dividend Leaders Index Fund made up 0.07% of Madison Wealth Partners's portfolio in Q2 2026, its #153 holding.
Madison Wealth Partners first reported a position in First Trust Morningstar Dividend Leaders Index Fund in Q4 2025 and has held it in 3 quarters since.
495 funds tracked by Wall St. Rank held First Trust Morningstar Dividend Leaders Index Fund as of Q2 2026.

Based on Madison Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.