Nations Financial Group’s First Trust Morningstar Dividend Leaders Index Fund FDL Stock Holding History

Nations Financial Group’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	$1.27M	Sell	26,105 -2,521	-9%	-$126K	0.06%	318
2026 Q1	$1.45M	Sell	28,626 -1,246	-4%	-$60.9K	0.07%	276
2025 Q4	$1.32M	Sell	29,872 -388	-1%	-$16.9K	0.07%	276
2025 Q3	$1.31M	Sell	30,260 -213	-0.7%	-$9.23K	0.08%	262
2025 Q2	$1.28M	Buy	30,473 +1,297	+4%	+$53.6K	0.09%	244
2025 Q1	$1.27M	Sell	29,176 -1,025	-3%	-$43.3K	0.1%	235
2024 Q4	$1.22M	Sell	30,201 -3,131	-9%	-$131K	0.09%	244
2024 Q3	$1.4M	Sell	33,332 -475	-1%	-$19.2K	0.1%	215
2024 Q2	$1.28M	Sell	33,807 -9,502	-22%	-$360K	0.1%	216
2024 Q1	$1.67M	Sell	43,309 -32,061	-43%	-$1.17M	0.14%	173
2023 Q4	$2.7M	Sell	75,370 -1,875	-2%	-$63.5K	0.25%	96
2023 Q3	$2.58M	Sell	77,245 -11,886	-13%	-$412K	0.26%	93
2023 Q2	$3.03M	Buy	89,131 +4,287	+5%	+$149K	0.3%	78
2023 Q1	$3.01M	Buy	84,844 +10,343	+14%	+$378K	0.32%	75
2022 Q4	$2.72M	Buy	74,501 +37,295	+100%	+$1.34M	0.31%	80
2022 Q3	$1.2M	Buy	37,206 +8,988	+32%	+$321K	0.17%	145
2022 Q2	$994K	Buy	+28,218	New	+$1.06M	0.13%	191

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

Nations Financial Group's FDL Position: Q2 2026 in Review

Nations Financial Group reduced its First Trust Morningstar Dividend Leaders Index Fund (FDL) stake by 8.8% in Q2 2026, selling an estimated $126K and leaving 26,105 shares worth $1.27M. The position accounts for 0.06% of the portfolio, ranked #318.

Nations Financial Group first reported a position in FDL in Q2 2022 and has held it in 17 quarters since. The position peaked at $3.03M in Q2 2023. 495 funds tracked by Wall St. Rank hold FDL as of Q2 2026.

Nations Financial Group held 26,105 shares of First Trust Morningstar Dividend Leaders Index Fund worth $1.27M as of Q2 2026.
Nations Financial Group sold 2,521 First Trust Morningstar Dividend Leaders Index Fund shares in Q2 2026, an estimated $126K.
First Trust Morningstar Dividend Leaders Index Fund made up 0.06% of Nations Financial Group's portfolio in Q2 2026, its #318 holding.
Nations Financial Group first reported a position in First Trust Morningstar Dividend Leaders Index Fund in Q2 2022 and has held it in 17 quarters since.
Nations Financial Group's First Trust Morningstar Dividend Leaders Index Fund position peaked at $3.03M in Q2 2023.
495 funds tracked by Wall St. Rank held First Trust Morningstar Dividend Leaders Index Fund as of Q2 2026.

Based on Nations Financial Group's 13F filing for Q2 2026, filed 23 Jul 2026.