Networth Advisors’s First Trust Morningstar Dividend Leaders Index Fund FDL Stock Holding History

Networth Advisors’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	–	Sell	-1,007	Closed	-$51.2K	–	401
2026 Q1	$51.2K	Buy	+1,007	New	+$49.2K	0.04%	89

Other funds holding FDL

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

TPWA

TRUE Private Wealth Advisors Salem, Oregon $1.16B AUM 36.18% 1-Year Est. Return

SEP

Southland Equity Partners Wildwood, Missouri $571M AUM 22.77% 1-Year Est. Return

Networth Advisors's FDL Position: Q2 2026 in Review

Networth Advisors sold out of First Trust Morningstar Dividend Leaders Index Fund (FDL) in Q2 2026, closing a stake of 1,007 shares — an estimated $51.2K sold.

Networth Advisors first reported a position in FDL in Q1 2026 and held it in 1 quarter. The position peaked at $51.2K in Q1 2026. 281 funds tracked by Wall St. Rank hold FDL as of Q2 2026.

Networth Advisors reported no remaining First Trust Morningstar Dividend Leaders Index Fund position as of Q2 2026 after selling out during the quarter.
Networth Advisors sold 1,007 First Trust Morningstar Dividend Leaders Index Fund shares in Q2 2026, an estimated $51.2K.
Networth Advisors first reported a position in First Trust Morningstar Dividend Leaders Index Fund in Q1 2026 and held it in 1 quarter.
Networth Advisors's First Trust Morningstar Dividend Leaders Index Fund position peaked at $51.2K in Q1 2026.
281 funds tracked by Wall St. Rank held First Trust Morningstar Dividend Leaders Index Fund as of Q2 2026.

Based on Networth Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.