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SHP Wealth Management’s First Trust Morningstar Dividend Leaders Index Fund FDL Stock Holding History

SHP Wealth 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
Q1 		$1.07M Sell
21,093
-2,434
-10% -$119K 0.08% 79
2025
Q4 		$1.04M Buy
+23,527
New +$1.02M 0.08% 78

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 $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

SHP Wealth Management's FDL Position: Q1 2026 in Review

SHP Wealth Management reduced its First Trust Morningstar Dividend Leaders Index Fund (FDL) stake by 10% in Q1 2026, selling an estimated $119K and leaving 21,093 shares worth $1.07M. The position accounts for 0.08% of the portfolio, ranked #79.

SHP Wealth Management first reported a position in FDL in Q4 2025 and has held it in 2 quarters since. 503 funds tracked by Wall St. Rank hold FDL as of Q1 2026.

  • SHP Wealth Management held 21,093 shares of First Trust Morningstar Dividend Leaders Index Fund worth $1.07M as of Q1 2026.
  • SHP Wealth Management sold 2,434 First Trust Morningstar Dividend Leaders Index Fund shares in Q1 2026, an estimated $119K.
  • First Trust Morningstar Dividend Leaders Index Fund made up 0.08% of SHP Wealth Management's portfolio in Q1 2026, its #79 holding.
  • SHP Wealth Management first reported a position in First Trust Morningstar Dividend Leaders Index Fund in Q4 2025 and has held it in 2 quarters since.
  • 503 funds tracked by Wall St. Rank held First Trust Morningstar Dividend Leaders Index Fund as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.