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

Merkkuri 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	$491K	Sell	10,095 -163	-2%	-$8.13K	0.3%	55
2026 Q1	$521K	Sell	10,258 -80	-0.8%	-$3.91K	0.35%	55
2025 Q4	$458K	Buy	10,338 +124	+1%	+$5.4K	0.31%	58
2025 Q3	$443K	Sell	10,214 -1,218	-11%	-$52.8K	0.32%	57
2025 Q2	$479K	Sell	11,432 -684	-6%	-$28.2K	0.36%	54
2025 Q1	$526K	Hold	12,116	–	–	0.45%	53
2024 Q4	$488K	Sell	12,116 -2,385	-16%	-$100K	0.39%	57
2024 Q3	$608K	Buy	14,501 +79	+0.5%	+$3.19K	0.48%	48
2024 Q2	$547K	Buy	+14,422	New	+$547K	0.5%	49

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

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

Merkkuri Wealth Advisors reduced its First Trust Morningstar Dividend Leaders Index Fund (FDL) stake by 1.6% in Q2 2026, selling an estimated $8.13K and leaving 10,095 shares worth $491K. The position accounts for 0.3% of the portfolio, ranked #55.

Merkkuri Wealth Advisors first reported a position in FDL in Q2 2024 and has held it in 9 quarters since. The position peaked at $608K in Q3 2024. 495 funds tracked by Wall St. Rank hold FDL as of Q2 2026.

Merkkuri Wealth Advisors held 10,095 shares of First Trust Morningstar Dividend Leaders Index Fund worth $491K as of Q2 2026.
Merkkuri Wealth Advisors sold 163 First Trust Morningstar Dividend Leaders Index Fund shares in Q2 2026, an estimated $8.13K.
First Trust Morningstar Dividend Leaders Index Fund made up 0.3% of Merkkuri Wealth Advisors's portfolio in Q2 2026, its #55 holding.
Merkkuri Wealth Advisors first reported a position in First Trust Morningstar Dividend Leaders Index Fund in Q2 2024 and has held it in 9 quarters since.
Merkkuri Wealth Advisors's First Trust Morningstar Dividend Leaders Index Fund position peaked at $608K in Q3 2024.
495 funds tracked by Wall St. Rank held First Trust Morningstar Dividend Leaders Index Fund as of Q2 2026.

Based on Merkkuri Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.