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Proactive Wealth Strategies’s First Trust Morningstar Dividend Leaders Index Fund FDL Stock Holding History

Proactive Wealth Strategies’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 		$7.65M Buy
157,158
+902
+0.6% +$45K 1.23% 24
2026
Q1 		$7.94M Buy
156,256
+78,143
+100% +$3.82M 1.49% 18
2025
Q4 		$3.46M Buy
78,113
+305
+0.4% +$13.3K 1.37% 23
2025
Q3 		$3.38M Buy
77,808
+76
+0.1% +$3.29K 1.45% 22
2025
Q2 		$3.25M Buy
77,732
+563
+0.7% +$23.3K 1.54% 17
2025
Q1 		$3.35M Sell
77,169
-1,381
-2% -$58.4K 1.79% 14
2024
Q4 		$3.16M Buy
78,550
+6,744
+9% +$283K 1.65% 17
2024
Q3 		$3.01M Buy
+71,806
New +$2.9M 1.67% 14

Other funds holding FDL

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CAG
Csenge Advisory Group Clearwater, Florida $2.47B AUM 24.93% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Proactive Wealth Strategies's FDL Position: Q2 2026 in Review

Proactive Wealth Strategies increased its First Trust Morningstar Dividend Leaders Index Fund (FDL) stake by 0.58% in Q2 2026, buying an estimated $45K and bringing the position to 157,158 shares worth $7.65M. The position accounts for 1.23% of the portfolio, ranked #24.

Proactive Wealth Strategies first reported a position in FDL in Q3 2024 and has held it in 8 quarters since. The position peaked at $7.94M in Q1 2026. 332 funds tracked by Wall St. Rank hold FDL as of Q2 2026.

  • Proactive Wealth Strategies held 157,158 shares of First Trust Morningstar Dividend Leaders Index Fund worth $7.65M as of Q2 2026.
  • Proactive Wealth Strategies bought 902 First Trust Morningstar Dividend Leaders Index Fund shares in Q2 2026, an estimated $45K.
  • First Trust Morningstar Dividend Leaders Index Fund made up 1.23% of Proactive Wealth Strategies's portfolio in Q2 2026, its #24 holding.
  • Proactive Wealth Strategies first reported a position in First Trust Morningstar Dividend Leaders Index Fund in Q3 2024 and has held it in 8 quarters since.
  • Proactive Wealth Strategies's First Trust Morningstar Dividend Leaders Index Fund position peaked at $7.94M in Q1 2026.
  • 332 funds tracked by Wall St. Rank held First Trust Morningstar Dividend Leaders Index Fund as of Q2 2026.

Based on Proactive Wealth Strategies's 13F filing for Q2 2026, filed 10 Aug 2026.