Merit Financial Group’s First Trust Morningstar Dividend Leaders Index Fund FDL Stock Holding History

Merit Financial Group’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	$2.62M	Buy	53,828 +17,057	+46%	+$851K	0.02%	634
2026 Q1	$1.87M	Buy	36,771 +9,222	+33%	+$451K	0.01%	705
2025 Q4	$1.22M	Buy	27,549 +7,881	+40%	+$343K	0.01%	852
2025 Q3	$854K	Buy	19,668 +9,504	+94%	+$412K	0.01%	927
2025 Q2	$426K	Buy	10,164 +4,637	+84%	+$191K	﹤0.01%	1175
2025 Q1	$240K	Buy	+5,527	New	+$234K	﹤0.01%	1213

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

Merit Financial Group's FDL Position: Q2 2026 in Review

Merit Financial Group increased its First Trust Morningstar Dividend Leaders Index Fund (FDL) stake by 46% in Q2 2026, buying an estimated $851K and bringing the position to 53,828 shares worth $2.62M. The position accounts for 0.02% of the portfolio, ranked #634.

Merit Financial Group first reported a position in FDL in Q1 2025 and has held it in 6 quarters since. 494 funds tracked by Wall St. Rank hold FDL as of Q2 2026.

Merit Financial Group held 53,828 shares of First Trust Morningstar Dividend Leaders Index Fund worth $2.62M as of Q2 2026.
Merit Financial Group bought 17,057 First Trust Morningstar Dividend Leaders Index Fund shares in Q2 2026, an estimated $851K.
First Trust Morningstar Dividend Leaders Index Fund made up 0.02% of Merit Financial Group's portfolio in Q2 2026, its #634 holding.
Merit Financial Group first reported a position in First Trust Morningstar Dividend Leaders Index Fund in Q1 2025 and has held it in 6 quarters since.
494 funds tracked by Wall St. Rank held First Trust Morningstar Dividend Leaders Index Fund as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.