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Prospera Financial Services’s First Trust Morningstar Dividend Leaders Index Fund FDL Stock Holding History

Prospera Financial Services’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 		$5.42M Sell
111,366
-134,983
-55% -$6.74M 0.08% 266
2026
Q1 		$12.5M Sell
246,349
-76,166
-24% -$3.72M 0.2% 112
2025
Q4 		$14.3M Buy
322,515
+73,704
+30% +$3.21M 0.23% 97
2025
Q3 		$10.8M Sell
248,811
-42,562
-15% -$1.84M 0.18% 117
2025
Q2 		$12.2M Buy
291,373
+5,203
+2% +$215K 0.23% 99
2025
Q1 		$12.4M Buy
286,170
+11,477
+4% +$485K 0.29% 81
2024
Q4 		$11.1M Buy
274,693
+85,347
+45% +$3.58M 0.26% 89
2024
Q3 		$7.95M Sell
189,346
-3,189
-2% -$129K 0.2% 109
2024
Q2 		$7.31M Sell
192,535
-139,170
-42% -$5.28M 0.2% 109
2024
Q1 		$12.8M Buy
331,705
+11,286
+4% +$413K 0.38% 51
2023
Q4 		$11.5M Sell
320,419
-180,110
-36% -$6.1M 0.38% 51
2023
Q3 		$16.7M Buy
500,529
+9,574
+2% +$332K 0.65% 26
2023
Q2 		$16.7M Sell
490,955
-45,505
-8% -$1.58M 0.64% 24
2023
Q1 		$19.1M Buy
536,460
+177,578
+49% +$6.5M 0.78% 17
2022
Q4 		$13.1M Buy
358,882
+263,996
+278% +$9.51M 0.66% 22
2022
Q3 		$3.05M Buy
94,886
+74,739
+371% +$2.67M 0.16% 161
2022
Q2 		$710K Sell
20,147
-1,522
-7% -$57K 0.04% 443
2022
Q1 		$811K Buy
21,669
+541
+3% +$19.7K 0.03% 475
2021
Q4 		$751K Buy
21,128
+687
+3% +$23.4K 0.03% 470
2021
Q3 		$670K Buy
20,441
+440
+2% +$14.8K 0.03% 452
2021
Q2 		$665K Buy
20,001
+2,837
+17% +$96.3K 0.03% 455
2021
Q1 		$562K Sell
17,164
-3,768
-18% -$117K 0.03% 459
2020
Q4 		$619K Buy
20,932
+242
+1% +$6.84K 0.04% 381
2020
Q3 		$539K Sell
20,690
-839
-4% -$22.2K 0.21% 89
2020
Q2 		$546K Sell
21,529
-9,014
-30% -$224K 0.05% 339
2020
Q1 		$682K Sell
30,543
-2,777
-8% -$80.1K 0.07% 256
2019
Q4 		$1.09M Buy
33,320
+1,522
+5% +$48.4K 0.08% 248
2019
Q3 		$987K Sell
31,798
-7,141
-18% -$218K 0.1% 180
2019
Q2 		$1.19M Buy
+38,939
New +$1.18M 0.13% 145
2019
Q1 		– Sell
-39,552
Closed -$1.08M – 352
2018
Q4 		$1.08M Sell
39,552
-2,687
-6% -$78K 0.22% 110
2018
Q3 		$1.22M Sell
42,239
-15,812
-27% -$465K 0.23% 105
2018
Q2 		$1.67M Sell
58,051
-15,756
-21% -$449K 0.23% 92
2018
Q1 		$2.08M Buy
73,807
+13,115
+22% +$386K 0.29% 68
2017
Q4 		$1.83M Sell
60,692
-30,658
-34% -$902K 0.28% 72
2017
Q3 		$2.66M Sell
91,350
-5,818
-6% -$165K 0.4% 47
2017
Q2 		$2.73M Buy
97,168
+823
+0.9% +$23.5K 0.44% 42
2017
Q1 		$2.77M Sell
96,345
-1,598
-2% -$45.6K 0.5% 43
2016
Q4 		$2.72M Sell
97,943
-19,238
-16% -$522K 0.53% 33
2016
Q3 		$3.2M Buy
117,181
+10,291
+10% +$282K 0.64% 22
2016
Q2 		$2.87M Buy
106,890
+14,438
+16% +$374K 0.59% 31
2016
Q1 		$2.37M Buy
92,452
+65,749
+246% +$1.59M 0.53% 30
2015
Q4 		$633K Buy
26,703
+1,300
+5% +$30.7K 0.14% 105
2015
Q3 		$562K Sell
25,403
-11,145
-30% -$253K 0.14% 101
2015
Q2 		$833K Buy
36,548
+1,285
+4% +$30.5K 0.2% 86
2015
Q1 		$821K Buy
35,263
+2,755
+8% +$65.9K 0.18% 79
2014
Q4 		$779K Buy
32,508
+1,530
+5% +$36.5K 0.19% 84
2014
Q3 		$725K Buy
30,978
+5,004
+19% +$119K 0.2% 81
2014
Q2 		$618K Sell
25,974
-111
-0.4% -$2.57K 0.17% 99
2014
Q1 		$587K Sell
26,085
-345
-1% -$7.52K 0.19% 73
2013
Q4 		$579K Sell
26,430
-7,937
-23% -$171K 0.19% 83
2013
Q3 		$720K Sell
34,367
-8,408
-20% -$177K 0.27% 78
2013
Q2 		$882K Buy
+42,775
New +$902K 0.41% 64

Other funds holding FDL

SEP
Southland Equity Partners Wildwood, Missouri $571M AUM 22.77% 1-Year Est. Return
BFG
Beacon Financial Group Dallas, Texas $1.1B AUM 21.5% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
SFWA
Summit Financial Wealth Advisors Lafayette, Louisiana $782M AUM 24.35% 1-Year Est. Return
HPC
Hobart Private Capital Charlotte, North Carolina $583M AUM 21.67% 1-Year Est. Return
NLP
Next Level Private Harrison, New York $511M AUM 30.94% 1-Year Est. Return
KCFA
Key Client Fiduciary Advisors Fairfield, New Jersey $347M AUM 35.3% 1-Year Est. Return
JWA
JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return
IRC
Investors Research Corp Atlanta, Georgia $559M AUM 21.55% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

Prospera Financial Services's FDL Position: Q2 2026 in Review

Prospera Financial Services reduced its First Trust Morningstar Dividend Leaders Index Fund (FDL) stake by 55% in Q2 2026, selling an estimated $6.74M and leaving 111,366 shares worth $5.42M. The position accounts for 0.08% of the portfolio, ranked #266.

Prospera Financial Services first reported a position in FDL in Q2 2013 and has held it in 52 quarters since. The position peaked at $19.1M in Q1 2023. 63 funds tracked by Wall St. Rank hold FDL as of Q2 2026.

  • Prospera Financial Services held 111,366 shares of First Trust Morningstar Dividend Leaders Index Fund worth $5.42M as of Q2 2026.
  • Prospera Financial Services sold 134,983 First Trust Morningstar Dividend Leaders Index Fund shares in Q2 2026, an estimated $6.74M.
  • First Trust Morningstar Dividend Leaders Index Fund made up 0.08% of Prospera Financial Services's portfolio in Q2 2026, its #266 holding.
  • Prospera Financial Services first reported a position in First Trust Morningstar Dividend Leaders Index Fund in Q2 2013 and has held it in 52 quarters since.
  • Prospera Financial Services's First Trust Morningstar Dividend Leaders Index Fund position peaked at $19.1M in Q1 2023.
  • 63 funds tracked by Wall St. Rank held First Trust Morningstar Dividend Leaders Index Fund as of Q2 2026.

Based on Prospera Financial Services's 13F filing for Q2 2026, filed 15 Jul 2026.