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Salomon & Ludwin’s First Trust Morningstar Dividend Leaders Index Fund FDL Stock Holding History

Salomon & Ludwin’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 		$3.53M Sell
72,191
-1,526
-2% -$76.2K 0.29% 58
2026
Q1 		$3.71M Sell
73,717
-670
-0.9% -$32.7K 0.33% 54
2025
Q4 		$3.36M Sell
74,387
-738
-1% -$32.1K 0.3% 58
2025
Q3 		$3.3M Sell
75,125
-3,836
-5% -$166K 0.3% 56
2025
Q2 		$3.41M Sell
78,961
-523
-0.7% -$21.6K 0.34% 54
2025
Q1 		$3.45M Sell
79,484
-357
-0.4% -$15.1K 0.37% 50
2024
Q4 		$3.21M Sell
79,841
-5,395
-6% -$226K 0.34% 51
2024
Q3 		$3.58M Sell
85,236
-10,553
-11% -$426K 0.36% 50
2024
Q2 		$3.61M Sell
95,789
-77,902
-45% -$2.96M 0.4% 46
2024
Q1 		$6.68M Sell
173,691
-13,844
-7% -$507K 0.57% 41
2023
Q4 		$6.27M Hold
187,535
– – 0.65% 34
2023
Q3 		$6.27M Sell
187,535
-2,828
-1% -$98K 0.65% 34
2023
Q2 		$6.47M Sell
190,363
-4,927
-3% -$171K 0.69% 35
2023
Q1 		$6.93M Sell
195,290
-818
-0.4% -$29.9K 0.83% 32
2022
Q4 		$7.17M Sell
196,108
-187
-0.1% -$6.74K 0.91% 31
2022
Q3 		$6.31M Sell
196,295
-1,376
-0.7% -$49.1K 0.95% 29
2022
Q2 		$6.96M Sell
197,671
-3,084
-2% -$115K 1.08% 25
2022
Q1 		$7.52M Sell
200,755
-9,678
-5% -$353K 1.09% 26
2021
Q4 		$7.48M Sell
210,433
-3,529
-2% -$120K 1.06% 26
2021
Q3 		$7.01M Sell
213,962
-4,412
-2% -$148K 1.09% 25
2021
Q2 		$7.25M Sell
218,374
-13,379
-6% -$454K 1.14% 26
2021
Q1 		$7.58M Sell
231,753
-9,079
-4% -$282K 1.29% 25
2020
Q4 		$7.13M Sell
240,832
-21,287
-8% -$602K 1.32% 24
2020
Q3 		$6.83M Sell
262,119
-48,503
-16% -$1.29M 1.42% 25
2020
Q2 		$7.88M Sell
310,622
-151,776
-33% -$3.78M 1.7% 20
2020
Q1 		$10.3M Buy
462,398
+77,260
+20% +$2.23M 2.66% 14
2019
Q4 		$12.5M Sell
385,138
-30,541
-7% -$972K 2.49% 15
2019
Q3 		$12.9M Sell
415,679
-10,938
-3% -$334K 2.61% 14
2019
Q2 		$13.1M Sell
426,617
-3,424
-0.8% -$103K 2.64% 14
2019
Q1 		$13M Sell
430,041
-4,317
-1% -$125K 2.67% 15
2018
Q4 		$11.8M Buy
+434,358
New +$12.6M 2.73% 16

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

Salomon & Ludwin's FDL Position: Q2 2026 in Review

Salomon & Ludwin reduced its First Trust Morningstar Dividend Leaders Index Fund (FDL) stake by 2.1% in Q2 2026, selling an estimated $76.2K and leaving 72,191 shares worth $3.53M. The position accounts for 0.29% of the portfolio, ranked #58.

Salomon & Ludwin first reported a position in FDL in Q4 2018 and has held it in 31 quarters since. The position peaked at $13.1M in Q2 2019. 495 funds tracked by Wall St. Rank hold FDL as of Q2 2026.

  • Salomon & Ludwin held 72,191 shares of First Trust Morningstar Dividend Leaders Index Fund worth $3.53M as of Q2 2026.
  • Salomon & Ludwin sold 1,526 First Trust Morningstar Dividend Leaders Index Fund shares in Q2 2026, an estimated $76.2K.
  • First Trust Morningstar Dividend Leaders Index Fund made up 0.29% of Salomon & Ludwin's portfolio in Q2 2026, its #58 holding.
  • Salomon & Ludwin first reported a position in First Trust Morningstar Dividend Leaders Index Fund in Q4 2018 and has held it in 31 quarters since.
  • Salomon & Ludwin's First Trust Morningstar Dividend Leaders Index Fund position peaked at $13.1M in Q2 2019.
  • 495 funds tracked by Wall St. Rank held First Trust Morningstar Dividend Leaders Index Fund as of Q2 2026.

Based on Salomon & Ludwin's 13F filing for Q2 2026, filed 7 Aug 2026.