MPWM Advisory Solutions’s First Trust Morningstar Dividend Leaders Index Fund FDL Stock Holding History

MPWM Advisory Solutions’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	$15.3K	Hold	314	–	–	0.01%	312
2026 Q1	$16K	Sell	314 -10	-3%	-$489	0.01%	295
2025 Q4	$14.4K	Hold	324	–	–	0.01%	286
2025 Q3	$14.1K	Hold	324	–	–	0.01%	266
2025 Q2	$13.6K	Buy	324 +314	+3,140%	+$13K	0.01%	275
2025 Q1	$438	Buy	+10	New	+$423	﹤0.01%	664

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

MPWM Advisory Solutions's FDL Position: Q2 2026 in Review

MPWM Advisory Solutions held its First Trust Morningstar Dividend Leaders Index Fund (FDL) position steady in Q2 2026 at 314 shares worth $15.3K. The position accounts for 0.01% of the portfolio, ranked #312.

MPWM Advisory Solutions first reported a position in FDL in Q1 2025 and has held it in 6 quarters since. The position peaked at $16K in Q1 2026. 495 funds tracked by Wall St. Rank hold FDL as of Q2 2026.

MPWM Advisory Solutions held 314 shares of First Trust Morningstar Dividend Leaders Index Fund worth $15.3K as of Q2 2026.
MPWM Advisory Solutions left its First Trust Morningstar Dividend Leaders Index Fund share count unchanged in Q2 2026.
First Trust Morningstar Dividend Leaders Index Fund made up 0.01% of MPWM Advisory Solutions's portfolio in Q2 2026, its #312 holding.
MPWM Advisory Solutions first reported a position in First Trust Morningstar Dividend Leaders Index Fund in Q1 2025 and has held it in 6 quarters since.
MPWM Advisory Solutions's First Trust Morningstar Dividend Leaders Index Fund position peaked at $16K in Q1 2026.
495 funds tracked by Wall St. Rank held First Trust Morningstar Dividend Leaders Index Fund as of Q2 2026.

Based on MPWM Advisory Solutions's 13F filing for Q2 2026, filed 13 Aug 2026.