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Optivise Advisory Services’s First Trust Morningstar Dividend Leaders Index Fund FDL Stock Holding History

Optivise Advisory Services’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
-14,735
Closed -$749K – 233
2026
Q1 		$749K Buy
+14,735
New +$720K 0.45% 63

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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
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 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
PFA
Perryman Financial Advisory Dallas, Texas $751M AUM

Optivise Advisory Services's FDL Position: Q2 2026 in Review

Optivise Advisory Services sold out of First Trust Morningstar Dividend Leaders Index Fund (FDL) in Q2 2026, closing a stake of 14,735 shares — an estimated $749K sold.

Optivise Advisory Services first reported a position in FDL in Q1 2026 and held it in 1 quarter. The position peaked at $749K in Q1 2026. 145 funds tracked by Wall St. Rank hold FDL as of Q2 2026.

  • Optivise Advisory Services reported no remaining First Trust Morningstar Dividend Leaders Index Fund position as of Q2 2026 after selling out during the quarter.
  • Optivise Advisory Services sold 14,735 First Trust Morningstar Dividend Leaders Index Fund shares in Q2 2026, an estimated $749K.
  • Optivise Advisory Services first reported a position in First Trust Morningstar Dividend Leaders Index Fund in Q1 2026 and held it in 1 quarter.
  • Optivise Advisory Services's First Trust Morningstar Dividend Leaders Index Fund position peaked at $749K in Q1 2026.
  • 145 funds tracked by Wall St. Rank held First Trust Morningstar Dividend Leaders Index Fund as of Q2 2026.

Based on Optivise Advisory Services's 13F filing for Q2 2026, filed 13 Jul 2026.