Perryman Financial Advisory’s First Trust Morningstar Dividend Leaders Index Fund FDL Stock Holding History

Perryman Financial Advisory’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	$11.5M	Buy	236,123 +2,784	+1%	+$139K	1.53%	15
2026 Q1	$11.9M	Sell	233,339 -3,975	-2%	-$194K	1.78%	13
2025 Q4	$10.5M	Buy	+237,314	New	+$10.3M	1.54%	14

Other funds holding FDL

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Perryman Financial Advisory's FDL Position: Q2 2026 in Review

Perryman Financial Advisory increased its First Trust Morningstar Dividend Leaders Index Fund (FDL) stake by 1.2% in Q2 2026, buying an estimated $139K and bringing the position to 236,123 shares worth $11.5M. The position accounts for 1.53% of the portfolio, ranked #15.

Perryman Financial Advisory first reported a position in FDL in Q4 2025 and has held it in 3 quarters since. The position peaked at $11.9M in Q1 2026. 495 funds tracked by Wall St. Rank hold FDL as of Q2 2026.

Perryman Financial Advisory held 236,123 shares of First Trust Morningstar Dividend Leaders Index Fund worth $11.5M as of Q2 2026.
Perryman Financial Advisory bought 2,784 First Trust Morningstar Dividend Leaders Index Fund shares in Q2 2026, an estimated $139K.
First Trust Morningstar Dividend Leaders Index Fund made up 1.53% of Perryman Financial Advisory's portfolio in Q2 2026, its #15 holding.
Perryman Financial Advisory first reported a position in First Trust Morningstar Dividend Leaders Index Fund in Q4 2025 and has held it in 3 quarters since.
Perryman Financial Advisory's First Trust Morningstar Dividend Leaders Index Fund position peaked at $11.9M in Q1 2026.
495 funds tracked by Wall St. Rank held First Trust Morningstar Dividend Leaders Index Fund as of Q2 2026.

Based on Perryman Financial Advisory's 13F filing for Q2 2026, filed 24 Jul 2026.