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Retirement Planning Group (Kansas)’s First Trust Morningstar Dividend Leaders Index Fund FDL Stock Holding History

Retirement Planning Group (Kansas)’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 		$1.4M Buy
28,856
+11,065
+62% +$552K 0.04% 194
2026
Q1 		$904K Buy
+17,791
New +$869K 0.03% 214

Other funds holding FDL

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Retirement Planning Group (Kansas)'s FDL Position: Q2 2026 in Review

Retirement Planning Group (Kansas) increased its First Trust Morningstar Dividend Leaders Index Fund (FDL) stake by 62% in Q2 2026, buying an estimated $552K and bringing the position to 28,856 shares worth $1.4M. The position accounts for 0.04% of the portfolio, ranked #194.

Retirement Planning Group (Kansas) first reported a position in FDL in Q1 2026 and has held it in 2 quarters since. 495 funds tracked by Wall St. Rank hold FDL as of Q2 2026.

  • Retirement Planning Group (Kansas) held 28,856 shares of First Trust Morningstar Dividend Leaders Index Fund worth $1.4M as of Q2 2026.
  • Retirement Planning Group (Kansas) bought 11,065 First Trust Morningstar Dividend Leaders Index Fund shares in Q2 2026, an estimated $552K.
  • First Trust Morningstar Dividend Leaders Index Fund made up 0.04% of Retirement Planning Group (Kansas)'s portfolio in Q2 2026, its #194 holding.
  • Retirement Planning Group (Kansas) first reported a position in First Trust Morningstar Dividend Leaders Index Fund in Q1 2026 and has held it in 2 quarters since.
  • 495 funds tracked by Wall St. Rank held First Trust Morningstar Dividend Leaders Index Fund as of Q2 2026.

Based on Retirement Planning Group (Kansas)'s 13F filing for Q2 2026, filed 5 Aug 2026.