Pinnacle Family Advisors’s First Trust Morningstar Dividend Leaders Index Fund FDL Stock Holding History

Pinnacle Family Advisors’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 Q1	$431K	Buy	+8,480	New	+$414K	0.2%	77
2025 Q3	–	Sell	-6,829	Closed	-$286K	–	128
2025 Q2	$286K	Sell	6,829 -14,287	-68%	-$590K	0.14%	100
2025 Q1	$917K	Sell	21,116 -1,270	-6%	-$53.7K	0.5%	45
2024 Q4	$901K	Buy	22,386 +12,260	+121%	+$515K	0.44%	47
2024 Q3	$425K	Sell	10,126 -12,729	-56%	-$514K	0.22%	83
2024 Q2	$867K	Buy	+22,855	New	+$867K	0.48%	40

Other funds holding FDL

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Pinnacle Family Advisors's FDL Position: Q1 2026 in Review

Pinnacle Family Advisors opened a new position in First Trust Morningstar Dividend Leaders Index Fund (FDL) in Q1 2026: 8,480 shares worth $431K. The stake represents 0.2% of the portfolio and ranks #77 among its holdings. This is a return to the name: Pinnacle Family Advisors previously reported a position in FDL as recently as Q2 2025.

Pinnacle Family Advisors first reported a position in FDL in Q2 2024 and has held it in 6 quarters since. The position peaked at $917K in Q1 2025. 501 funds tracked by Wall St. Rank hold FDL as of Q1 2026.

Pinnacle Family Advisors held 8,480 shares of First Trust Morningstar Dividend Leaders Index Fund worth $431K as of Q1 2026.
First Trust Morningstar Dividend Leaders Index Fund was a new Pinnacle Family Advisors position in Q1 2026.
First Trust Morningstar Dividend Leaders Index Fund made up 0.2% of Pinnacle Family Advisors's portfolio in Q1 2026, its #77 holding.
Pinnacle Family Advisors first reported a position in First Trust Morningstar Dividend Leaders Index Fund in Q2 2024 and has held it in 6 quarters since.
Pinnacle Family Advisors's First Trust Morningstar Dividend Leaders Index Fund position peaked at $917K in Q1 2025.
501 funds tracked by Wall St. Rank held First Trust Morningstar Dividend Leaders Index Fund as of Q1 2026.

Based on Pinnacle Family Advisors's 13F filing for Q1 2026, filed 15 May 2026.