Raleigh Capital Management’s First Trust Morningstar Dividend Leaders Index Fund FDL Stock Holding History

Raleigh Capital Management’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	$48.5K	Buy	998 +9	+0.9%	+$449	0.02%	281
2026 Q1	$50.3K	Sell	989 -48	-5%	-$2.35K	0.02%	279
2025 Q4	$46K	Sell	1,037 -196	-16%	-$8.54K	0.02%	288
2025 Q3	$53.5K	Buy	1,233 +11	+0.9%	+$477	0.02%	265
2025 Q2	$51.2K	Buy	1,222 +11	+0.9%	+$454	0.02%	271
2025 Q1	$52.6K	Buy	1,211 +9	+0.7%	+$380	0.02%	270
2024 Q4	$48.4K	Buy	1,202 +12	+1%	+$504	0.02%	326
2024 Q3	$49.9K	Sell	1,190 -9	-0.8%	-$363	0.02%	317
2024 Q2	$45.5K	Buy	1,199 +13	+1%	+$493	0.02%	311
2024 Q1	$45.7K	Sell	1,186 -1,953	-62%	-$71.5K	0.02%	309
2023 Q4	$113K	Sell	3,139 -54	-2%	-$1.83K	0.05%	220
2023 Q3	$107K	Buy	3,193 +32	+1%	+$1.11K	0.05%	205
2023 Q2	$107K	Sell	3,161 -366	-10%	-$12.7K	0.05%	207
2023 Q1	$125K	Buy	3,527 +634	+22%	+$23.2K	0.06%	209
2022 Q4	$106K	Sell	2,893 -13	-0.4%	-$469	0.06%	210
2022 Q3	$93K	Buy	2,906 +268	+10%	+$9.57K	0.05%	213
2022 Q2	$93K	Buy	2,638 +452	+21%	+$16.9K	0.05%	225
2022 Q1	$82K	Buy	+2,186	New	+$79.7K	0.04%	230

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

Raleigh Capital Management's FDL Position: Q2 2026 in Review

Raleigh Capital Management increased its First Trust Morningstar Dividend Leaders Index Fund (FDL) stake by 0.91% in Q2 2026, buying an estimated $449 and bringing the position to 998 shares worth $48.5K. The position accounts for 0.02% of the portfolio, ranked #281.

Raleigh Capital Management first reported a position in FDL in Q1 2022 and has held it in 18 quarters since. The position peaked at $125K in Q1 2023. 495 funds tracked by Wall St. Rank hold FDL as of Q2 2026.

Raleigh Capital Management held 998 shares of First Trust Morningstar Dividend Leaders Index Fund worth $48.5K as of Q2 2026.
Raleigh Capital Management bought 9 First Trust Morningstar Dividend Leaders Index Fund shares in Q2 2026, an estimated $449.
First Trust Morningstar Dividend Leaders Index Fund made up 0.02% of Raleigh Capital Management's portfolio in Q2 2026, its #281 holding.
Raleigh Capital Management first reported a position in First Trust Morningstar Dividend Leaders Index Fund in Q1 2022 and has held it in 18 quarters since.
Raleigh Capital Management's First Trust Morningstar Dividend Leaders Index Fund position peaked at $125K in Q1 2023.
495 funds tracked by Wall St. Rank held First Trust Morningstar Dividend Leaders Index Fund as of Q2 2026.

Based on Raleigh Capital Management's 13F filing for Q2 2026, filed 21 Jul 2026.