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

Maia Wealth’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	$5.75M	Buy	118,158 +22,183	+23%	+$1.11M	0.85%	23
2026 Q1	$4.88M	Buy	95,975 +19,046	+25%	+$931K	0.82%	26
2025 Q4	$3.89M	Buy	76,929 +22,924	+42%	+$998K	0.66%	36
2025 Q3	$2.32M	Buy	54,005 +7,668	+17%	+$332K	0.39%	71
2025 Q2	$1.94M	Buy	46,337 +16,562	+56%	+$684K	0.37%	74
2025 Q1	$1.19M	Buy	29,775 +6,677	+29%	+$282K	0.27%	95
2024 Q4	$970K	Buy	23,098 +6,450	+39%	+$271K	0.21%	104
2024 Q3	$701K	Buy	+16,648	New	+$672K	0.17%	119

Other funds holding FDL

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

Rockport Wealth Fairview Park, Ohio $595M AUM 23.65% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

TPWA

TRUE Private Wealth Advisors Salem, Oregon $1.16B AUM 36.18% 1-Year Est. Return

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

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return

Maia Wealth's FDL Position: Q2 2026 in Review

Maia Wealth increased its First Trust Morningstar Dividend Leaders Index Fund (FDL) stake by 23% in Q2 2026, buying an estimated $1.11M and bringing the position to 118,158 shares worth $5.75M. The position accounts for 0.85% of the portfolio, ranked #23.

Maia Wealth first reported a position in FDL in Q3 2024 and has held it in 8 quarters since. 185 funds tracked by Wall St. Rank hold FDL as of Q2 2026.

Maia Wealth held 118,158 shares of First Trust Morningstar Dividend Leaders Index Fund worth $5.75M as of Q2 2026.
Maia Wealth bought 22,183 First Trust Morningstar Dividend Leaders Index Fund shares in Q2 2026, an estimated $1.11M.
First Trust Morningstar Dividend Leaders Index Fund made up 0.85% of Maia Wealth's portfolio in Q2 2026, its #23 holding.
Maia Wealth first reported a position in First Trust Morningstar Dividend Leaders Index Fund in Q3 2024 and has held it in 8 quarters since.
185 funds tracked by Wall St. Rank held First Trust Morningstar Dividend Leaders Index Fund as of Q2 2026.

Based on Maia Wealth's 13F filing for Q2 2026, filed 28 Jul 2026.