Prosperity Consulting Group’s First Trust Morningstar Dividend Leaders Index Fund FDL Stock Holding History

Prosperity Consulting Group’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	$7.44M	Buy	152,997 +7,105	+5%	+$355K	0.28%	65
2026 Q1	$7.41M	Buy	145,892 +12,068	+9%	+$590K	0.33%	54
2025 Q4	$5.93M	Buy	133,824 +1,205	+0.9%	+$52.5K	0.27%	67
2025 Q3	$5.76M	Buy	132,619 +7,993	+6%	+$346K	0.28%	70
2025 Q2	$5.22M	Buy	124,626 +12,301	+11%	+$508K	0.38%	61
2025 Q1	$4.88M	Buy	112,325 +9,653	+9%	+$408K	0.38%	62
2024 Q4	$4.13M	Buy	102,672 +15,653	+18%	+$657K	0.31%	76
2024 Q3	$3.65M	Buy	+87,019	New	+$3.51M	0.28%	82

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

Prosperity Consulting Group's FDL Position: Q2 2026 in Review

Prosperity Consulting Group increased its First Trust Morningstar Dividend Leaders Index Fund (FDL) stake by 4.9% in Q2 2026, buying an estimated $355K and bringing the position to 152,997 shares worth $7.44M. The position accounts for 0.28% of the portfolio, ranked #65.

Prosperity Consulting Group first reported a position in FDL in Q3 2024 and has held it in 8 quarters since. 495 funds tracked by Wall St. Rank hold FDL as of Q2 2026.

Prosperity Consulting Group held 152,997 shares of First Trust Morningstar Dividend Leaders Index Fund worth $7.44M as of Q2 2026.
Prosperity Consulting Group bought 7,105 First Trust Morningstar Dividend Leaders Index Fund shares in Q2 2026, an estimated $355K.
First Trust Morningstar Dividend Leaders Index Fund made up 0.28% of Prosperity Consulting Group's portfolio in Q2 2026, its #65 holding.
Prosperity Consulting Group first reported a position in First Trust Morningstar Dividend Leaders Index Fund in Q3 2024 and has held it in 8 quarters since.
495 funds tracked by Wall St. Rank held First Trust Morningstar Dividend Leaders Index Fund as of Q2 2026.

Based on Prosperity Consulting Group's 13F filing for Q2 2026, filed 13 Aug 2026.