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 Q2	$1.29M	Sell	26,585 -435	-2%	-$21.7K	0.14%	168
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 $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

Maridea Wealth Management's FDL Position: Q2 2026 in Review

Maridea Wealth Management reduced its First Trust Morningstar Dividend Leaders Index Fund (FDL) stake by 1.6% in Q2 2026, selling an estimated $21.7K and leaving 26,585 shares worth $1.29M. The position accounts for 0.14% of the portfolio, ranked #168.

Maridea Wealth Management first reported a position in FDL in Q2 2025 and has held it in 5 quarters since. The position peaked at $1.37M in Q1 2026. 495 funds tracked by Wall St. Rank hold FDL as of Q2 2026.

Maridea Wealth Management held 26,585 shares of First Trust Morningstar Dividend Leaders Index Fund worth $1.29M as of Q2 2026.
Maridea Wealth Management sold 435 First Trust Morningstar Dividend Leaders Index Fund shares in Q2 2026, an estimated $21.7K.
First Trust Morningstar Dividend Leaders Index Fund made up 0.14% of Maridea Wealth Management's portfolio in Q2 2026, its #168 holding.
Maridea Wealth Management first reported a position in First Trust Morningstar Dividend Leaders Index Fund in Q2 2025 and has held it in 5 quarters since.
Maridea Wealth Management's First Trust Morningstar Dividend Leaders Index Fund position peaked at $1.37M in Q1 2026.
495 funds tracked by Wall St. Rank held First Trust Morningstar Dividend Leaders Index Fund as of Q2 2026.

Based on Maridea Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.