Redhawk Wealth Advisors’s First Trust Morningstar Dividend Leaders Index Fund FDL Stock Holding History

Redhawk Wealth Advisors’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	–	Sell	-14,997	Closed	-$762K	–	419
2026 Q1	$762K	Buy	+14,997	New	+$733K	0.08%	191
2025 Q2	–	Sell	-426,850	Closed	-$18.5M	–	335
2025 Q1	$18.5M	Buy	+426,850	New	+$18M	2.49%	7
2023 Q1	–	Sell	-238,792	Closed	-$8.73M	–	187
2022 Q4	$8.73M	Buy	+238,792	New	+$8.61M	3.39%	2

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

Redhawk Wealth Advisors's FDL Position: Q2 2026 in Review

Redhawk Wealth Advisors sold out of First Trust Morningstar Dividend Leaders Index Fund (FDL) in Q2 2026, closing a stake of 14,997 shares — an estimated $762K sold.

Redhawk Wealth Advisors first reported a position in FDL in Q4 2022 and held it in 3 quarters. The position peaked at $18.5M in Q1 2025. 495 funds tracked by Wall St. Rank hold FDL as of Q2 2026.

Redhawk Wealth Advisors reported no remaining First Trust Morningstar Dividend Leaders Index Fund position as of Q2 2026 after selling out during the quarter.
Redhawk Wealth Advisors sold 14,997 First Trust Morningstar Dividend Leaders Index Fund shares in Q2 2026, an estimated $762K.
Redhawk Wealth Advisors first reported a position in First Trust Morningstar Dividend Leaders Index Fund in Q4 2022 and held it in 3 quarters.
Redhawk Wealth Advisors's First Trust Morningstar Dividend Leaders Index Fund position peaked at $18.5M in Q1 2025.
495 funds tracked by Wall St. Rank held First Trust Morningstar Dividend Leaders Index Fund as of Q2 2026.

Based on Redhawk Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.