NWM
FDL icon

Nova Wealth Management’s First Trust Morningstar Dividend Leaders Index Fund FDL Stock Holding History

Nova Wealth Management’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 		$5.21K Hold
107
– – ﹤0.01% 455
2026
Q1 		$5.44K Hold
107
– – ﹤0.01% 426
2025
Q4 		$4.75K Hold
107
– – ﹤0.01% 424
2025
Q3 		$4.65K Hold
107
– – ﹤0.01% 422
2025
Q2 		$4.49K Hold
107
– – ﹤0.01% 453
2025
Q1 		$4.66K Hold
107
– – ﹤0.01% 384
2024
Q4 		$4.32K Buy
+107
New +$4.49K ﹤0.01% 304

Other funds holding FDL

SEP
Southland Equity Partners Wildwood, Missouri $571M AUM 22.77% 1-Year Est. Return
BFG
Beacon Financial Group Dallas, Texas $1.1B AUM 21.5% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
MF
Manchester Financial Westlake Village, California $563M AUM 21.72% 1-Year Est. Return
SFWA
Summit Financial Wealth Advisors Lafayette, Louisiana $782M AUM 24.35% 1-Year Est. Return
HPC
Hobart Private Capital Charlotte, North Carolina $583M AUM 21.67% 1-Year Est. Return
NLP
Next Level Private Harrison, New York $511M AUM 30.94% 1-Year Est. Return
KCFA
Key Client Fiduciary Advisors Fairfield, New Jersey $347M AUM 35.3% 1-Year Est. Return
JWA
JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return
IRC
Investors Research Corp Atlanta, Georgia $559M AUM 21.55% 1-Year Est. Return

Nova Wealth Management's FDL Position: Q2 2026 in Review

Nova Wealth Management held its First Trust Morningstar Dividend Leaders Index Fund (FDL) position steady in Q2 2026 at 107 shares worth $5.21K. The position accounts for ﹤0.01% of the portfolio, ranked #455.

Nova Wealth Management first reported a position in FDL in Q4 2024 and has held it in 7 quarters since. The position peaked at $5.44K in Q1 2026. 73 funds tracked by Wall St. Rank hold FDL as of Q2 2026.

  • Nova Wealth Management held 107 shares of First Trust Morningstar Dividend Leaders Index Fund worth $5.21K as of Q2 2026.
  • Nova Wealth Management 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 Nova Wealth Management's portfolio in Q2 2026, its #455 holding.
  • Nova Wealth Management first reported a position in First Trust Morningstar Dividend Leaders Index Fund in Q4 2024 and has held it in 7 quarters since.
  • Nova Wealth Management's First Trust Morningstar Dividend Leaders Index Fund position peaked at $5.44K in Q1 2026.
  • 73 funds tracked by Wall St. Rank held First Trust Morningstar Dividend Leaders Index Fund as of Q2 2026.

Based on Nova Wealth Management's 13F filing for Q2 2026, filed 13 Jul 2026.