NRI
FDL icon

NFP Retirement Inc’s First Trust Morningstar Dividend Leaders Index Fund FDL Stock Holding History

NFP Retirement Inc’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
-6,844
Closed -$1.38M – 325
2026
Q1 		$1.38M Buy
+6,844
New +$334K 0.08% 123

Other funds holding FDL

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

NFP Retirement Inc's FDL Position: Q2 2026 in Review

NFP Retirement Inc sold out of First Trust Morningstar Dividend Leaders Index Fund (FDL) in Q2 2026, closing a stake of 6,844 shares — an estimated $1.38M sold.

NFP Retirement Inc first reported a position in FDL in Q1 2026 and held it in 1 quarter. The position peaked at $1.38M in Q1 2026. 495 funds tracked by Wall St. Rank hold FDL as of Q2 2026.

  • NFP Retirement Inc reported no remaining First Trust Morningstar Dividend Leaders Index Fund position as of Q2 2026 after selling out during the quarter.
  • NFP Retirement Inc sold 6,844 First Trust Morningstar Dividend Leaders Index Fund shares in Q2 2026, an estimated $1.38M.
  • NFP Retirement Inc first reported a position in First Trust Morningstar Dividend Leaders Index Fund in Q1 2026 and held it in 1 quarter.
  • NFP Retirement Inc's First Trust Morningstar Dividend Leaders Index Fund position peaked at $1.38M in Q1 2026.
  • 495 funds tracked by Wall St. Rank held First Trust Morningstar Dividend Leaders Index Fund as of Q2 2026.

Based on NFP Retirement Inc's 13F filing for Q2 2026, filed 12 Aug 2026.