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

Newbridge Financial Services 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	$5.84K	Buy	+120	New	+$5.99K	﹤0.01%	942
2023 Q3	–	Sell	-1	Closed	-$23	–	1331
2023 Q2	$23	Sell	1 -814	-100%	-$28.2K	﹤0.01%	1335
2023 Q1	$28.9K	Sell	815 -1,056	-56%	-$38.6K	0.02%	603
2022 Q4	$68.4K	Buy	1,871 +641	+52%	+$23.1K	0.04%	387
2022 Q3	$40K	Sell	1,230 -1,170	-49%	-$41.8K	0.02%	508
2022 Q2	$85K	Sell	2,400 -2,600	-52%	-$97.3K	0.05%	290
2022 Q1	$187K	Hold	5,000	–	–	0.09%	210
2021 Q4	$178K	Hold	5,000	–	–	0.08%	218
2021 Q3	$164K	Hold	5,000	–	–	0.1%	198
2021 Q2	$166K	Hold	5,000	–	–	0.1%	204
2021 Q1	$164K	Hold	5,000	–	–	0.12%	187
2020 Q4	$148K	Hold	5,000	–	–	0.12%	173
2020 Q3	$130K	Buy	+5,000	New	+$132K	0.13%	163

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

Newbridge Financial Services Group's FDL Position: Q2 2026 in Review

Newbridge Financial Services Group opened a new position in First Trust Morningstar Dividend Leaders Index Fund (FDL) in Q2 2026: 120 shares worth $5.84K. The stake represents ﹤0.01% of the portfolio and ranks #942 among its holdings. This is a return to the name: Newbridge Financial Services Group previously reported a position in FDL as recently as Q2 2023.

Newbridge Financial Services Group first reported a position in FDL in Q3 2020 and has held it in 13 quarters since. The position peaked at $187K in Q1 2022. 495 funds tracked by Wall St. Rank hold FDL as of Q2 2026.

Newbridge Financial Services Group held 120 shares of First Trust Morningstar Dividend Leaders Index Fund worth $5.84K as of Q2 2026.
First Trust Morningstar Dividend Leaders Index Fund was a new Newbridge Financial Services Group position in Q2 2026.
First Trust Morningstar Dividend Leaders Index Fund made up ﹤0.01% of Newbridge Financial Services Group's portfolio in Q2 2026, its #942 holding.
Newbridge Financial Services Group first reported a position in First Trust Morningstar Dividend Leaders Index Fund in Q3 2020 and has held it in 13 quarters since.
Newbridge Financial Services Group's First Trust Morningstar Dividend Leaders Index Fund position peaked at $187K in Q1 2022.
495 funds tracked by Wall St. Rank held First Trust Morningstar Dividend Leaders Index Fund as of Q2 2026.

Based on Newbridge Financial Services Group's 13F filing for Q2 2026, filed 14 Aug 2026.