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 Q2	$564K	Buy	11,589 +3,109	+37%	+$155K	0.24%	74
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 $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

Pinnacle Family Advisors's FDL Position: Q2 2026 in Review

Pinnacle Family Advisors increased its First Trust Morningstar Dividend Leaders Index Fund (FDL) stake by 37% in Q2 2026, buying an estimated $155K and bringing the position to 11,589 shares worth $564K. The position accounts for 0.24% of the portfolio, ranked #74.

Pinnacle Family Advisors first reported a position in FDL in Q2 2024 and has held it in 7 quarters since. The position peaked at $917K in Q1 2025. 495 funds tracked by Wall St. Rank hold FDL as of Q2 2026.

Pinnacle Family Advisors held 11,589 shares of First Trust Morningstar Dividend Leaders Index Fund worth $564K as of Q2 2026.
Pinnacle Family Advisors bought 3,109 First Trust Morningstar Dividend Leaders Index Fund shares in Q2 2026, an estimated $155K.
First Trust Morningstar Dividend Leaders Index Fund made up 0.24% of Pinnacle Family Advisors's portfolio in Q2 2026, its #74 holding.
Pinnacle Family Advisors first reported a position in First Trust Morningstar Dividend Leaders Index Fund in Q2 2024 and has held it in 7 quarters since.
Pinnacle Family Advisors's First Trust Morningstar Dividend Leaders Index Fund position peaked at $917K in Q1 2025.
495 funds tracked by Wall St. Rank held First Trust Morningstar Dividend Leaders Index Fund as of Q2 2026.

Based on Pinnacle Family Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.