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

Maridea Wealth Management’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 Q1	$1.37M	Buy	27,020 +1,786	+7%	+$87.3K	0.2%	121
2025 Q4	$1.12M	Sell	25,234 -1,454	-5%	-$63.3K	0.17%	142
2025 Q3	$1.15M	Buy	26,688 +14,178	+113%	+$614K	0.18%	129
2025 Q2	$524K	Buy	+12,510	New	+$517K	0.14%	146

Other funds holding FDL

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Maridea Wealth Management's FDL Position: Q1 2026 in Review

Maridea Wealth Management increased its First Trust Morningstar Dividend Leaders Index Fund (FDL) stake by 7.1% in Q1 2026, buying an estimated $87.3K and bringing the position to 27,020 shares worth $1.37M. The position accounts for 0.2% of the portfolio, ranked #121.

Maridea Wealth Management first reported a position in FDL in Q2 2025 and has held it in 4 quarters since. 501 funds tracked by Wall St. Rank hold FDL as of Q1 2026.

Maridea Wealth Management held 27,020 shares of First Trust Morningstar Dividend Leaders Index Fund worth $1.37M as of Q1 2026.
Maridea Wealth Management bought 1,786 First Trust Morningstar Dividend Leaders Index Fund shares in Q1 2026, an estimated $87.3K.
First Trust Morningstar Dividend Leaders Index Fund made up 0.2% of Maridea Wealth Management's portfolio in Q1 2026, its #121 holding.
Maridea Wealth Management first reported a position in First Trust Morningstar Dividend Leaders Index Fund in Q2 2025 and has held it in 4 quarters since.
501 funds tracked by Wall St. Rank held First Trust Morningstar Dividend Leaders Index Fund as of Q1 2026.

Based on Maridea Wealth Management's 13F filing for Q1 2026, filed 21 Apr 2026.