SFAM
FDL icon

Sawyer Falduto Asset Management’s First Trust Morningstar Dividend Leaders Index Fund FDL Stock Holding History

Sawyer Falduto Asset Management’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 		– Sell
-178
Closed -$9.04K – 264
2026
Q1 		$9.04K Sell
178
-10
-5% -$489 0.01% 182
2025
Q4 		$8.34K Buy
+188
New +$8.19K 0.01% 184

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

Sawyer Falduto Asset Management's FDL Position: Q2 2026 in Review

Sawyer Falduto Asset Management sold out of First Trust Morningstar Dividend Leaders Index Fund (FDL) in Q2 2026, closing a stake of 178 shares — an estimated $9.04K sold.

Sawyer Falduto Asset Management first reported a position in FDL in Q4 2025 and held it in 2 quarters. The position peaked at $9.04K in Q1 2026. 495 funds tracked by Wall St. Rank hold FDL as of Q2 2026.

  • Sawyer Falduto Asset Management reported no remaining First Trust Morningstar Dividend Leaders Index Fund position as of Q2 2026 after selling out during the quarter.
  • Sawyer Falduto Asset Management sold 178 First Trust Morningstar Dividend Leaders Index Fund shares in Q2 2026, an estimated $9.04K.
  • Sawyer Falduto Asset Management first reported a position in First Trust Morningstar Dividend Leaders Index Fund in Q4 2025 and held it in 2 quarters.
  • Sawyer Falduto Asset Management's First Trust Morningstar Dividend Leaders Index Fund position peaked at $9.04K in Q1 2026.
  • 495 funds tracked by Wall St. Rank held First Trust Morningstar Dividend Leaders Index Fund as of Q2 2026.

Based on Sawyer Falduto Asset Management's 13F filing for Q2 2026, filed 13 Aug 2026.