Semus Wealth Partners’s First Trust Morningstar Dividend Leaders Index Fund FDL Stock Holding History

Semus Wealth Partners’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	$373K	Buy	7,671 +68	+0.9%	+$3.39K	0.18%	80
2026 Q1	$386K	Buy	7,603 +54	+0.7%	+$2.64K	0.22%	73
2025 Q4	$335K	Buy	7,549 +85	+1%	+$3.7K	0.18%	80
2025 Q3	$324K	Buy	7,464 +139	+2%	+$6.02K	0.18%	82
2025 Q2	$307K	Buy	7,325 +366	+5%	+$15.1K	0.2%	81
2025 Q1	$302K	Buy	6,959 +1,191	+21%	+$50.3K	0.21%	77
2024 Q4	$232K	Buy	5,768 +69	+1%	+$2.9K	0.15%	97
2024 Q3	$239K	Sell	5,699 -298	-5%	-$12K	0.17%	102
2024 Q2	$227K	Sell	5,997 -138	-2%	-$5.24K	0.18%	97
2024 Q1	$236K	Sell	6,135 -465	-7%	-$17K	0.2%	108
2023 Q4	$237K	Buy	6,600 +64	+1%	+$2.17K	0.19%	107
2023 Q3	$219K	Buy	+6,536	New	+$227K	0.2%	103

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

Semus Wealth Partners's FDL Position: Q2 2026 in Review

Semus Wealth Partners increased its First Trust Morningstar Dividend Leaders Index Fund (FDL) stake by 0.89% in Q2 2026, buying an estimated $3.39K and bringing the position to 7,671 shares worth $373K. The position accounts for 0.18% of the portfolio, ranked #80.

Semus Wealth Partners first reported a position in FDL in Q3 2023 and has held it in 12 quarters since. The position peaked at $386K in Q1 2026. 495 funds tracked by Wall St. Rank hold FDL as of Q2 2026.

Semus Wealth Partners held 7,671 shares of First Trust Morningstar Dividend Leaders Index Fund worth $373K as of Q2 2026.
Semus Wealth Partners bought 68 First Trust Morningstar Dividend Leaders Index Fund shares in Q2 2026, an estimated $3.39K.
First Trust Morningstar Dividend Leaders Index Fund made up 0.18% of Semus Wealth Partners's portfolio in Q2 2026, its #80 holding.
Semus Wealth Partners first reported a position in First Trust Morningstar Dividend Leaders Index Fund in Q3 2023 and has held it in 12 quarters since.
Semus Wealth Partners's First Trust Morningstar Dividend Leaders Index Fund position peaked at $386K in Q1 2026.
495 funds tracked by Wall St. Rank held First Trust Morningstar Dividend Leaders Index Fund as of Q2 2026.

Based on Semus Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.