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

Mosley 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 		$14.9K Buy
305
+5
+2% +$250 ﹤0.01% 350
2026
Q1 		$13K Buy
+300
New +$14.7K 0.01% 283

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

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

Mosley Wealth Management increased its First Trust Morningstar Dividend Leaders Index Fund (FDL) stake by 1.7% in Q2 2026, buying an estimated $250 and bringing the position to 305 shares worth $14.9K. The position accounts for ﹤0.01% of the portfolio, ranked #350.

Mosley Wealth Management first reported a position in FDL in Q1 2026 and has held it in 2 quarters since. 303 funds tracked by Wall St. Rank hold FDL as of Q2 2026.

  • Mosley Wealth Management held 305 shares of First Trust Morningstar Dividend Leaders Index Fund worth $14.9K as of Q2 2026.
  • Mosley Wealth Management bought 5 First Trust Morningstar Dividend Leaders Index Fund shares in Q2 2026, an estimated $250.
  • First Trust Morningstar Dividend Leaders Index Fund made up ﹤0.01% of Mosley Wealth Management's portfolio in Q2 2026, its #350 holding.
  • Mosley Wealth Management first reported a position in First Trust Morningstar Dividend Leaders Index Fund in Q1 2026 and has held it in 2 quarters since.
  • 303 funds tracked by Wall St. Rank held First Trust Morningstar Dividend Leaders Index Fund as of Q2 2026.

Based on Mosley Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.