Proactive Wealth Strategies
FDL icon

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
Q3 		$7.71M Sell
157,007
-151
-0.1% -$7.78K 1.19% 24
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 		$3.26M Buy
77,732
+563
+0.7% +$23.2K 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 $468B AUM 17.69% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Csenge Advisory Group
Csenge Advisory Group Clearwater, Florida $2.53B AUM 18.15% 1-Year Est. Return
Private Advisor Group
Private Advisor Group Morristown, New Jersey $29.9B AUM 19.22% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Rockport Wealth
Rockport Wealth Fairview Park, Ohio $571M AUM 17.22% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return
TRUE Private Wealth Advisors
TRUE Private Wealth Advisors Salem, Oregon $1.18B AUM 28.67% 1-Year Est. Return

Proactive Wealth Strategies's FDL Position: Q3 2026 in Review

Proactive Wealth Strategies reduced its First Trust Morningstar Dividend Leaders Index Fund (FDL) stake by 0.1% in Q3 2026, selling an estimated $7.78K and leaving 157,007 shares worth $7.71M. The position accounts for 1.19% of the portfolio, ranked #24.

Proactive Wealth Strategies first reported a position in FDL in Q3 2024 and has held it in 9 quarters since. The position peaked at $7.94M in Q1 2026. 339 funds tracked by Wall St. Rank hold FDL as of Q3 2026.

  • Proactive Wealth Strategies held 157,007 shares of First Trust Morningstar Dividend Leaders Index Fund worth $7.71M as of Q3 2026.
  • Proactive Wealth Strategies sold 151 First Trust Morningstar Dividend Leaders Index Fund shares in Q3 2026, an estimated $7.78K.
  • First Trust Morningstar Dividend Leaders Index Fund made up 1.19% of Proactive Wealth Strategies's portfolio in Q3 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 9 quarters since.
  • Proactive Wealth Strategies's First Trust Morningstar Dividend Leaders Index Fund position peaked at $7.94M in Q1 2026.
  • 339 funds tracked by Wall St. Rank held First Trust Morningstar Dividend Leaders Index Fund as of Q3 2026.

Based on Proactive Wealth Strategies's 13F filing for Q3 2026, filed 9 Nov 2026.