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

Modern 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	$1.55M	Buy	31,821 +8,606	+37%	+$429K	0.02%	425
2026 Q1	$1.17M	Sell	23,215 -2,864	-11%	-$140K	0.02%	389
2025 Q4	$1.16M	Sell	26,079 -484	-2%	-$21.1K	0.02%	379
2025 Q3	$1.15M	Sell	26,563 -565	-2%	-$24.5K	0.02%	364
2025 Q2	$1.14M	Buy	27,128 +145	+0.5%	+$5.99K	0.03%	347
2025 Q1	$1.17M	Buy	26,983 +1,916	+8%	+$81K	0.04%	284
2024 Q4	$1.01M	Buy	+25,067	New	+$1.05M	0.04%	255

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

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

Modern Wealth Management increased its First Trust Morningstar Dividend Leaders Index Fund (FDL) stake by 37% in Q2 2026, buying an estimated $429K and bringing the position to 31,821 shares worth $1.55M. The position accounts for 0.02% of the portfolio, ranked #425.

Modern Wealth Management first reported a position in FDL in Q4 2024 and has held it in 7 quarters since. 495 funds tracked by Wall St. Rank hold FDL as of Q2 2026.

Modern Wealth Management held 31,821 shares of First Trust Morningstar Dividend Leaders Index Fund worth $1.55M as of Q2 2026.
Modern Wealth Management bought 8,606 First Trust Morningstar Dividend Leaders Index Fund shares in Q2 2026, an estimated $429K.
First Trust Morningstar Dividend Leaders Index Fund made up 0.02% of Modern Wealth Management's portfolio in Q2 2026, its #425 holding.
Modern Wealth Management first reported a position in First Trust Morningstar Dividend Leaders Index Fund in Q4 2024 and has held it in 7 quarters since.
495 funds tracked by Wall St. Rank held First Trust Morningstar Dividend Leaders Index Fund as of Q2 2026.

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