Sequent Planning’s First Trust Morningstar Dividend Leaders Index Fund FDL Stock Holding History

Sequent Planning’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	$341K	Buy	7,003 +1,865	+36%	+$93.1K	0.07%	194
2026 Q1	$261K	Hold	5,138	–	–	0.06%	205
2025 Q4	$228K	Buy	+5,138	New	+$224K	0.06%	206
2025 Q2	–	Sell	-4,628	Closed	-$201K	–	164
2025 Q1	$201K	Buy	+4,628	New	+$196K	0.07%	144
2024 Q3	–	Sell	-6,210	Closed	-$235K	–	148
2024 Q2	$235K	Buy	6,210 +180	+3%	+$6.83K	0.08%	125
2024 Q1	$232K	Buy	+6,030	New	+$221K	0.08%	127

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

Sequent Planning's FDL Position: Q2 2026 in Review

Sequent Planning increased its First Trust Morningstar Dividend Leaders Index Fund (FDL) stake by 36% in Q2 2026, buying an estimated $93.1K and bringing the position to 7,003 shares worth $341K. The position accounts for 0.07% of the portfolio, ranked #194.

Sequent Planning first reported a position in FDL in Q1 2024 and has held it in 6 quarters since. 495 funds tracked by Wall St. Rank hold FDL as of Q2 2026.

Sequent Planning held 7,003 shares of First Trust Morningstar Dividend Leaders Index Fund worth $341K as of Q2 2026.
Sequent Planning bought 1,865 First Trust Morningstar Dividend Leaders Index Fund shares in Q2 2026, an estimated $93.1K.
First Trust Morningstar Dividend Leaders Index Fund made up 0.07% of Sequent Planning's portfolio in Q2 2026, its #194 holding.
Sequent Planning first reported a position in First Trust Morningstar Dividend Leaders Index Fund in Q1 2024 and has held it in 6 quarters since.
495 funds tracked by Wall St. Rank held First Trust Morningstar Dividend Leaders Index Fund as of Q2 2026.

Based on Sequent Planning's 13F filing for Q2 2026, filed 14 Aug 2026.