Principle Wealth Partners’s First Trust Morningstar Dividend Leaders Index Fund FDL Stock Holding History

Principle Wealth Partners’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	$353K	Hold	7,260	–	–	0.02%	301
2026 Q1	$369K	Hold	7,260	–	–	0.02%	289
2025 Q4	$322K	Hold	7,260	–	–	0.02%	301
2025 Q3	$315K	Hold	7,260	–	–	0.02%	302
2025 Q2	$304K	Hold	7,260	–	–	0.02%	301
2025 Q1	$315K	Hold	7,260	–	–	0.02%	282
2024 Q4	$292K	Hold	7,260	–	–	0.02%	290
2024 Q3	$305K	Sell	7,260 -22	-0.3%	-$888	0.02%	280
2024 Q2	$276K	Buy	7,282 +22	+0.3%	+$835	0.02%	288
2024 Q1	$279K	Hold	7,260	–	–	0.02%	293
2023 Q4	$260K	Hold	7,260	–	–	0.02%	290
2023 Q3	$243K	Hold	7,260	–	–	0.02%	288
2023 Q2	$247K	Hold	7,260	–	–	0.02%	290
2023 Q1	$258K	Hold	7,260	–	–	0.03%	276
2022 Q4	$265K	Buy	+7,260	New	+$262K	0.03%	271

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

Principle Wealth Partners's FDL Position: Q2 2026 in Review

Principle Wealth Partners held its First Trust Morningstar Dividend Leaders Index Fund (FDL) position steady in Q2 2026 at 7,260 shares worth $353K. The position accounts for 0.02% of the portfolio, ranked #301.

Principle Wealth Partners first reported a position in FDL in Q4 2022 and has held it in 15 quarters since. The position peaked at $369K in Q1 2026. 495 funds tracked by Wall St. Rank hold FDL as of Q2 2026.

Principle Wealth Partners held 7,260 shares of First Trust Morningstar Dividend Leaders Index Fund worth $353K as of Q2 2026.
Principle Wealth Partners left its First Trust Morningstar Dividend Leaders Index Fund share count unchanged in Q2 2026.
First Trust Morningstar Dividend Leaders Index Fund made up 0.02% of Principle Wealth Partners's portfolio in Q2 2026, its #301 holding.
Principle Wealth Partners first reported a position in First Trust Morningstar Dividend Leaders Index Fund in Q4 2022 and has held it in 15 quarters since.
Principle Wealth Partners's First Trust Morningstar Dividend Leaders Index Fund position peaked at $369K in Q1 2026.
495 funds tracked by Wall St. Rank held First Trust Morningstar Dividend Leaders Index Fund as of Q2 2026.

Based on Principle Wealth Partners's 13F filing for Q2 2026, filed 7 Aug 2026.