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Ritter Daniher Financial Advisory’s First Trust Morningstar Dividend Leaders Index Fund FDL Stock Holding History

Ritter Daniher Financial Advisory’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 		$7.79K Buy
+160
New +$7.98K ﹤0.01% 470
2022
Q2 		– Sell
-70
Closed -$3K – 252
2022
Q1 		$3K Buy
+70
New +$2.55K ﹤0.01% 210

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

Ritter Daniher Financial Advisory's FDL Position: Q2 2026 in Review

Ritter Daniher Financial Advisory opened a new position in First Trust Morningstar Dividend Leaders Index Fund (FDL) in Q2 2026: 160 shares worth $7.79K. The stake represents ﹤0.01% of the portfolio and ranks #470 among its holdings. This is a return to the name: Ritter Daniher Financial Advisory previously reported a position in FDL as recently as Q1 2022.

Ritter Daniher Financial Advisory first reported a position in FDL in Q1 2022 and has held it in 2 quarters since. 73 funds tracked by Wall St. Rank hold FDL as of Q2 2026.

  • Ritter Daniher Financial Advisory held 160 shares of First Trust Morningstar Dividend Leaders Index Fund worth $7.79K as of Q2 2026.
  • First Trust Morningstar Dividend Leaders Index Fund was a new Ritter Daniher Financial Advisory position in Q2 2026.
  • First Trust Morningstar Dividend Leaders Index Fund made up ﹤0.01% of Ritter Daniher Financial Advisory's portfolio in Q2 2026, its #470 holding.
  • Ritter Daniher Financial Advisory first reported a position in First Trust Morningstar Dividend Leaders Index Fund in Q1 2022 and has held it in 2 quarters since.
  • 73 funds tracked by Wall St. Rank held First Trust Morningstar Dividend Leaders Index Fund as of Q2 2026.

Based on Ritter Daniher Financial Advisory's 13F filing for Q2 2026, filed 14 Jul 2026.