PCG Wealth Advisors’s First Trust Morningstar Dividend Leaders Index Fund FDL Stock Holding History

PCG Wealth Advisors's FDL Position: Q2 2026 in Review

PCG Wealth Advisors reduced its First Trust Morningstar Dividend Leaders Index Fund (FDL) stake by 8.6% in Q2 2026, selling an estimated $363K and leaving 77,433 shares worth $3.77M. The position accounts for 0.84% of the portfolio, ranked #38.

PCG Wealth Advisors first reported a position in FDL in Q4 2022 and has held it in 15 quarters since. The position peaked at $6M in Q2 2023. 495 funds tracked by Wall St. Rank hold FDL as of Q2 2026.

• PCG Wealth Advisors held 77,433 shares of First Trust Morningstar Dividend Leaders Index Fund worth $3.77M as of Q2 2026.
• PCG Wealth Advisors sold 7,274 First Trust Morningstar Dividend Leaders Index Fund shares in Q2 2026, an estimated $363K.
• First Trust Morningstar Dividend Leaders Index Fund made up 0.84% of PCG Wealth Advisors's portfolio in Q2 2026, its #38 holding.
• PCG Wealth Advisors first reported a position in First Trust Morningstar Dividend Leaders Index Fund in Q4 2022 and has held it in 15 quarters since.
• PCG Wealth Advisors's First Trust Morningstar Dividend Leaders Index Fund position peaked at $6M in Q2 2023.
• 495 funds tracked by Wall St. Rank held First Trust Morningstar Dividend Leaders Index Fund as of Q2 2026.

Based on PCG Wealth Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.