Plotkin Financial Advisors’s First Trust Morningstar Dividend Leaders Index Fund FDL Stock Holding History

Plotkin Financial 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	–	Sell	-4,617	Closed	-$205K	–	102
2025 Q4	$205K	Hold	4,617	–	–	0.1%	98
2025 Q3	$200K	Buy	+4,617	New	+$200K	0.1%	102
2025 Q2	–	Sell	-4,617	Closed	-$201K	–	96
2025 Q1	$201K	Buy	+4,617	New	+$195K	0.12%	89

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

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

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 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

Plotkin Financial Advisors's FDL Position: Q1 2026 in Review

Plotkin Financial Advisors sold out of First Trust Morningstar Dividend Leaders Index Fund (FDL) in Q1 2026, closing a stake of 4,617 shares — an estimated $205K sold.

Plotkin Financial Advisors first reported a position in FDL in Q1 2025 and held it in 3 quarters. The position peaked at $205K in Q4 2025. 504 funds tracked by Wall St. Rank hold FDL as of Q1 2026.

Plotkin Financial Advisors reported no remaining First Trust Morningstar Dividend Leaders Index Fund position as of Q1 2026 after selling out during the quarter.
Plotkin Financial Advisors sold 4,617 First Trust Morningstar Dividend Leaders Index Fund shares in Q1 2026, an estimated $205K.
Plotkin Financial Advisors first reported a position in First Trust Morningstar Dividend Leaders Index Fund in Q1 2025 and held it in 3 quarters.
Plotkin Financial Advisors's First Trust Morningstar Dividend Leaders Index Fund position peaked at $205K in Q4 2025.
504 funds tracked by Wall St. Rank held First Trust Morningstar Dividend Leaders Index Fund as of Q1 2026.

Based on Plotkin Financial Advisors's 13F filing for Q1 2026, filed 11 May 2026.