MQWP
FDL icon

Morey & Quinn Wealth Partners’s First Trust Morningstar Dividend Leaders Index Fund FDL Stock Holding History

Morey & Quinn Wealth Partners’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 		$649K Sell
13,341
-1,153
-8% -$57.5K 0.42% 60
2026
Q1 		$736K Buy
14,494
+512
+4% +$25K 0.52% 48
2025
Q4 		$620K Buy
13,982
+387
+3% +$16.9K 0.45% 57
2025
Q3 		$590K Buy
13,595
+230
+2% +$9.97K 0.44% 55
2025
Q2 		$560K Sell
13,365
-885
-6% -$36.5K 0.45% 54
2025
Q1 		$619K Buy
14,250
+887
+7% +$37.5K 0.51% 43
2024
Q4 		$538K Buy
+13,363
New +$561K 0.46% 53

Other funds holding FDL

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
RW
Rockport Wealth Fairview Park, Ohio $595M AUM 23.65% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
TPWA
TRUE Private Wealth Advisors Salem, Oregon $1.16B AUM 36.18% 1-Year Est. Return

Morey & Quinn Wealth Partners's FDL Position: Q2 2026 in Review

Morey & Quinn Wealth Partners reduced its First Trust Morningstar Dividend Leaders Index Fund (FDL) stake by 8% in Q2 2026, selling an estimated $57.5K and leaving 13,341 shares worth $649K. The position accounts for 0.42% of the portfolio, ranked #60.

Morey & Quinn Wealth Partners first reported a position in FDL in Q4 2024 and has held it in 7 quarters since. The position peaked at $736K in Q1 2026. 303 funds tracked by Wall St. Rank hold FDL as of Q2 2026.

  • Morey & Quinn Wealth Partners held 13,341 shares of First Trust Morningstar Dividend Leaders Index Fund worth $649K as of Q2 2026.
  • Morey & Quinn Wealth Partners sold 1,153 First Trust Morningstar Dividend Leaders Index Fund shares in Q2 2026, an estimated $57.5K.
  • First Trust Morningstar Dividend Leaders Index Fund made up 0.42% of Morey & Quinn Wealth Partners's portfolio in Q2 2026, its #60 holding.
  • Morey & Quinn Wealth Partners first reported a position in First Trust Morningstar Dividend Leaders Index Fund in Q4 2024 and has held it in 7 quarters since.
  • Morey & Quinn Wealth Partners's First Trust Morningstar Dividend Leaders Index Fund position peaked at $736K in Q1 2026.
  • 303 funds tracked by Wall St. Rank held First Trust Morningstar Dividend Leaders Index Fund as of Q2 2026.

Based on Morey & Quinn Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.