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

Medallion Wealth Advisors’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	$57.9K	Buy	1,183 +4	+0.3%	+$200	0.02%	446
2026 Q1	$59.9K	Sell	1,179 -25	-2%	-$1.22K	0.02%	443
2025 Q4	$53.4K	Buy	1,204 +7	+0.6%	+$305	0.02%	465
2025 Q3	$51.9K	Sell	1,197 -263	-18%	-$11.4K	0.02%	460
2025 Q2	$62.4K	Sell	1,460 -395	-21%	-$16.3K	0.02%	423
2025 Q1	$80.1K	Sell	1,855 -612	-25%	-$25.9K	0.04%	346
2024 Q4	$99.2K	Buy	+2,467	New	+$104K	0.05%	299

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

Medallion Wealth Advisors's FDL Position: Q2 2026 in Review

Medallion Wealth Advisors increased its First Trust Morningstar Dividend Leaders Index Fund (FDL) stake by 0.34% in Q2 2026, buying an estimated $200 and bringing the position to 1,183 shares worth $57.9K. The position accounts for 0.02% of the portfolio, ranked #446.

Medallion Wealth Advisors first reported a position in FDL in Q4 2024 and has held it in 7 quarters since. The position peaked at $99.2K in Q4 2024. 495 funds tracked by Wall St. Rank hold FDL as of Q2 2026.

Medallion Wealth Advisors held 1,183 shares of First Trust Morningstar Dividend Leaders Index Fund worth $57.9K as of Q2 2026.
Medallion Wealth Advisors bought 4 First Trust Morningstar Dividend Leaders Index Fund shares in Q2 2026, an estimated $200.
First Trust Morningstar Dividend Leaders Index Fund made up 0.02% of Medallion Wealth Advisors's portfolio in Q2 2026, its #446 holding.
Medallion Wealth Advisors first reported a position in First Trust Morningstar Dividend Leaders Index Fund in Q4 2024 and has held it in 7 quarters since.
Medallion Wealth Advisors's First Trust Morningstar Dividend Leaders Index Fund position peaked at $99.2K in Q4 2024.
495 funds tracked by Wall St. Rank held First Trust Morningstar Dividend Leaders Index Fund as of Q2 2026.

Based on Medallion Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.