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

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

RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return

Manchester Financial Westlake Village, California $563M AUM 21.72% 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

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. 73 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.
73 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.