Sanctuary Advisors’s First Trust Morningstar Dividend Leaders Index Fund FDL Stock Holding History

Sanctuary 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	$2.46M	Buy	50,619 +7,986	+19%	+$399K	0.01%	938
2026 Q1	$2.17M	Sell	42,633 -1,056	-2%	-$51.6K	0.01%	923
2025 Q4	$1.94M	Buy	43,689 +898	+2%	+$39.1K	0.01%	952
2025 Q3	$1.86M	Buy	42,791 +29	+0.1%	+$1.26K	0.01%	948
2025 Q2	$1.79M	Buy	42,762 +4,377	+11%	+$181K	0.01%	898
2025 Q1	$1.67M	Sell	38,385 -61	-0.2%	-$2.58K	0.01%	857
2024 Q4	$1.6M	Sell	38,446 -1,874	-5%	-$78.7K	0.01%	990
2024 Q3	$1.75M	Sell	40,320 -556	-1%	-$22.4K	0.01%	947
2024 Q2	$1.53M	Buy	+40,876	New	+$1.55M	0.01%	956

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

Sanctuary Advisors's FDL Position: Q2 2026 in Review

Sanctuary Advisors increased its First Trust Morningstar Dividend Leaders Index Fund (FDL) stake by 19% in Q2 2026, buying an estimated $399K and bringing the position to 50,619 shares worth $2.46M. The position accounts for 0.01% of the portfolio, ranked #938.

Sanctuary Advisors first reported a position in FDL in Q2 2024 and has held it in 9 quarters since. 495 funds tracked by Wall St. Rank hold FDL as of Q2 2026.

Sanctuary Advisors held 50,619 shares of First Trust Morningstar Dividend Leaders Index Fund worth $2.46M as of Q2 2026.
Sanctuary Advisors bought 7,986 First Trust Morningstar Dividend Leaders Index Fund shares in Q2 2026, an estimated $399K.
First Trust Morningstar Dividend Leaders Index Fund made up 0.01% of Sanctuary Advisors's portfolio in Q2 2026, its #938 holding.
Sanctuary Advisors first reported a position in First Trust Morningstar Dividend Leaders Index Fund in Q2 2024 and has held it in 9 quarters since.
495 funds tracked by Wall St. Rank held First Trust Morningstar Dividend Leaders Index Fund as of Q2 2026.

Based on Sanctuary Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.