Paladin Advisory Group’s First Trust Morningstar Dividend Leaders Index Fund FDL Stock Holding History

Paladin Advisory 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	$32.5K	Hold	668	–	–	0.02%	170
2026 Q1	$33.9K	Hold	668	–	–	0.03%	168
2025 Q4	$29.6K	Hold	668	–	–	0.02%	175
2025 Q3	$29K	Hold	668	–	–	0.02%	168
2025 Q2	$28K	Hold	668	–	–	0.02%	164
2025 Q1	$29K	Buy	+668	New	+$28.2K	0.02%	166

Other funds holding FDL

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

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

Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return

BFG

Beacon Financial Group Dallas, Texas $1.1B AUM 21.5% 1-Year Est. Return

Paladin Advisory Group's FDL Position: Q2 2026 in Review

Paladin Advisory Group held its First Trust Morningstar Dividend Leaders Index Fund (FDL) position steady in Q2 2026 at 668 shares worth $32.5K. The position accounts for 0.02% of the portfolio, ranked #170.

Paladin Advisory Group first reported a position in FDL in Q1 2025 and has held it in 6 quarters since. The position peaked at $33.9K in Q1 2026. 214 funds tracked by Wall St. Rank hold FDL as of Q2 2026.

Paladin Advisory Group held 668 shares of First Trust Morningstar Dividend Leaders Index Fund worth $32.5K as of Q2 2026.
Paladin Advisory Group left its First Trust Morningstar Dividend Leaders Index Fund share count unchanged in Q2 2026.
First Trust Morningstar Dividend Leaders Index Fund made up 0.02% of Paladin Advisory Group's portfolio in Q2 2026, its #170 holding.
Paladin Advisory Group first reported a position in First Trust Morningstar Dividend Leaders Index Fund in Q1 2025 and has held it in 6 quarters since.
Paladin Advisory Group's First Trust Morningstar Dividend Leaders Index Fund position peaked at $33.9K in Q1 2026.
214 funds tracked by Wall St. Rank held First Trust Morningstar Dividend Leaders Index Fund as of Q2 2026.

Based on Paladin Advisory Group's 13F filing for Q2 2026, filed 28 Jul 2026.