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Petros Family Wealth’s First Trust Morningstar Dividend Leaders Index Fund FDL Stock Holding History

Petros Family Wealth’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 		$218K Hold
4,477
– – 0.13% 124
2026
Q1 		$227K Buy
+4,477
New +$219K 0.16% 122

Other funds holding FDL

Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
RW
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
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
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

Petros Family Wealth's FDL Position: Q2 2026 in Review

Petros Family Wealth held its First Trust Morningstar Dividend Leaders Index Fund (FDL) position steady in Q2 2026 at 4,477 shares worth $218K. The position accounts for 0.13% of the portfolio, ranked #124.

Petros Family Wealth first reported a position in FDL in Q1 2026 and has held it in 2 quarters since. The position peaked at $227K in Q1 2026. 164 funds tracked by Wall St. Rank hold FDL as of Q2 2026.

  • Petros Family Wealth held 4,477 shares of First Trust Morningstar Dividend Leaders Index Fund worth $218K as of Q2 2026.
  • Petros Family Wealth left its First Trust Morningstar Dividend Leaders Index Fund share count unchanged in Q2 2026.
  • First Trust Morningstar Dividend Leaders Index Fund made up 0.13% of Petros Family Wealth's portfolio in Q2 2026, its #124 holding.
  • Petros Family Wealth first reported a position in First Trust Morningstar Dividend Leaders Index Fund in Q1 2026 and has held it in 2 quarters since.
  • Petros Family Wealth's First Trust Morningstar Dividend Leaders Index Fund position peaked at $227K in Q1 2026.
  • 164 funds tracked by Wall St. Rank held First Trust Morningstar Dividend Leaders Index Fund as of Q2 2026.

Based on Petros Family Wealth's 13F filing for Q2 2026, filed 27 Jul 2026.