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Main Street Financial Solutions’s First Trust Morningstar Dividend Leaders Index Fund FDL Stock Holding History

Main Street Financial Solutions’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 		$1.95M Buy
13,595
+3,110
+30% +$155K 0.13% 150
2026
Q1 		$533K Buy
10,485
+14
+0.1% +$684 0.04% 332
2025
Q4 		$464K Buy
10,471
+21
+0.2% +$915 0.03% 348
2025
Q3 		$454K Sell
10,450
-469
-4% -$20.3K 0.03% 406
2025
Q2 		$457K Sell
10,919
-939
-8% -$38.8K 0.03% 377
2025
Q1 		$515K Buy
11,858
+788
+7% +$33.3K 0.04% 312
2024
Q4 		$446K Sell
11,070
-128
-1% -$5.37K 0.04% 308
2024
Q3 		$470K Sell
11,198
-215
-2% -$8.68K 0.04% 319
2024
Q2 		$433K Buy
11,413
+23
+0.2% +$873 0.04% 342
2024
Q1 		$438K Sell
11,390
-160
-1% -$5.86K 0.05% 331
2023
Q4 		$414K Buy
11,550
+169
+1% +$5.72K 0.05% 295
2023
Q3 		$381K Sell
11,381
-1,578
-12% -$54.7K 0.05% 299
2023
Q2 		$441K Sell
12,959
-75
-0.6% -$2.6K 0.06% 280
2023
Q1 		$463K Buy
13,034
+218
+2% +$7.97K 0.07% 263
2022
Q4 		$469K Sell
12,816
-928
-7% -$33.4K 0.07% 251
2022
Q3 		$442K Buy
+13,744
New +$491K 0.07% 255
2022
Q2 		– Sell
-5,482
Closed -$205K – 461
2022
Q1 		$205K Buy
+5,482
New +$200K 0.03% 425

Other funds holding FDL

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Main Street Financial Solutions's FDL Position: Q2 2026 in Review

Main Street Financial Solutions increased its First Trust Morningstar Dividend Leaders Index Fund (FDL) stake by 30% in Q2 2026, buying an estimated $155K and bringing the position to 13,595 shares worth $1.95M. The position accounts for 0.13% of the portfolio, ranked #150.

Main Street Financial Solutions first reported a position in FDL in Q1 2022 and has held it in 17 quarters since. 495 funds tracked by Wall St. Rank hold FDL as of Q2 2026.

  • Main Street Financial Solutions held 13,595 shares of First Trust Morningstar Dividend Leaders Index Fund worth $1.95M as of Q2 2026.
  • Main Street Financial Solutions bought 3,110 First Trust Morningstar Dividend Leaders Index Fund shares in Q2 2026, an estimated $155K.
  • First Trust Morningstar Dividend Leaders Index Fund made up 0.13% of Main Street Financial Solutions's portfolio in Q2 2026, its #150 holding.
  • Main Street Financial Solutions first reported a position in First Trust Morningstar Dividend Leaders Index Fund in Q1 2022 and has held it in 17 quarters since.
  • 495 funds tracked by Wall St. Rank held First Trust Morningstar Dividend Leaders Index Fund as of Q2 2026.

Based on Main Street Financial Solutions's 13F filing for Q2 2026, filed 7 Aug 2026.