N.E.W. Advisory Services’s First Trust Morningstar Dividend Leaders Index Fund FDL Stock Holding History

N.E.W. Advisory Services’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	$97K	Hold	1,993	–	–	0.01%	297
2026 Q1	$101K	Sell	1,993 -55,169	-97%	-$2.7M	0.01%	284
2025 Q4	$2.53M	Buy	57,162 +49,598	+656%	+$2.16M	0.19%	64
2025 Q3	$328K	Buy	7,564 +6,832	+933%	+$296K	0.03%	148
2025 Q2	$30.6K	Sell	732 -2,547	-78%	-$105K	﹤0.01%	386
2025 Q1	$142K	Buy	+3,279	New	+$139K	0.01%	239
2023 Q4	–	Sell	-38,237	Closed	-$1.28M	–	165
2023 Q3	$1.28M	Buy	+38,237	New	+$1.33M	0.18%	61

Other funds holding FDL

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

CAG

Csenge Advisory Group Clearwater, Florida $2.47B AUM 24.93% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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 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 Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

N.E.W. Advisory Services's FDL Position: Q2 2026 in Review

N.E.W. Advisory Services held its First Trust Morningstar Dividend Leaders Index Fund (FDL) position steady in Q2 2026 at 1,993 shares worth $97K. The position accounts for 0.01% of the portfolio, ranked #297.

N.E.W. Advisory Services first reported a position in FDL in Q3 2023 and has held it in 7 quarters since. The position peaked at $2.53M in Q4 2025. 348 funds tracked by Wall St. Rank hold FDL as of Q2 2026.

N.E.W. Advisory Services held 1,993 shares of First Trust Morningstar Dividend Leaders Index Fund worth $97K as of Q2 2026.
N.E.W. Advisory Services 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 N.E.W. Advisory Services's portfolio in Q2 2026, its #297 holding.
N.E.W. Advisory Services first reported a position in First Trust Morningstar Dividend Leaders Index Fund in Q3 2023 and has held it in 7 quarters since.
N.E.W. Advisory Services's First Trust Morningstar Dividend Leaders Index Fund position peaked at $2.53M in Q4 2025.
348 funds tracked by Wall St. Rank held First Trust Morningstar Dividend Leaders Index Fund as of Q2 2026.

Based on N.E.W. Advisory Services's 13F filing for Q2 2026, filed 6 Aug 2026.