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

Resolute Capital’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	$415K	Sell	8,530 -600	-7%	-$29.9K	0.14%	48
2026 Q1	$464K	Sell	9,130 -671	-7%	-$32.8K	0.19%	37
2025 Q4	$435K	Buy	+9,801	New	+$427K	0.18%	36

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

Resolute Capital's FDL Position: Q2 2026 in Review

Resolute Capital reduced its First Trust Morningstar Dividend Leaders Index Fund (FDL) stake by 6.6% in Q2 2026, selling an estimated $29.9K and leaving 8,530 shares worth $415K. The position accounts for 0.14% of the portfolio, ranked #48.

Resolute Capital first reported a position in FDL in Q4 2025 and has held it in 3 quarters since. The position peaked at $464K in Q1 2026. 495 funds tracked by Wall St. Rank hold FDL as of Q2 2026.

Resolute Capital held 8,530 shares of First Trust Morningstar Dividend Leaders Index Fund worth $415K as of Q2 2026.
Resolute Capital sold 600 First Trust Morningstar Dividend Leaders Index Fund shares in Q2 2026, an estimated $29.9K.
First Trust Morningstar Dividend Leaders Index Fund made up 0.14% of Resolute Capital's portfolio in Q2 2026, its #48 holding.
Resolute Capital first reported a position in First Trust Morningstar Dividend Leaders Index Fund in Q4 2025 and has held it in 3 quarters since.
Resolute Capital's First Trust Morningstar Dividend Leaders Index Fund position peaked at $464K in Q1 2026.
495 funds tracked by Wall St. Rank held First Trust Morningstar Dividend Leaders Index Fund as of Q2 2026.

Based on Resolute Capital's 13F filing for Q2 2026, filed 29 Jul 2026.