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

Sigma Planning Corp’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	$6.73M	Buy	138,389 +41,434	+43%	+$2.07M	0.17%	121
2026 Q1	$4.93M	Sell	96,955 -12,698	-12%	-$621K	0.14%	156
2025 Q4	$4.86M	Buy	109,653 +11,480	+12%	+$500K	0.13%	152
2025 Q3	$4.26M	Sell	98,173 -6,409	-6%	-$278K	0.12%	167
2025 Q2	$4.38M	Buy	104,582 +18,928	+22%	+$782K	0.13%	163
2025 Q1	$3.72M	Buy	85,654 +538	+0.6%	+$22.7K	0.12%	180
2024 Q4	$3.43M	Buy	85,116 +1,358	+2%	+$57K	0.11%	189
2024 Q3	$3.51M	Sell	83,758 -8,005	-9%	-$323K	0.11%	190
2024 Q2	$3.48M	Sell	91,763 -6,046	-6%	-$229K	0.11%	185
2024 Q1	$3.76M	Buy	97,809 +39,190	+67%	+$1.43M	0.12%	180
2023 Q4	$2.1M	Sell	58,619 -165,274	-74%	-$5.6M	0.16%	117
2023 Q3	$7.49M	Sell	223,893 -49,194	-18%	-$1.71M	0.28%	68
2023 Q2	$9.29M	Sell	273,087 -376,085	-58%	-$13M	0.33%	50
2023 Q1	$23M	Buy	649,172 +212,498	+49%	+$7.77M	0.77%	18
2022 Q4	$16M	Buy	436,674 +304,256	+230%	+$11M	0.57%	25
2022 Q3	$4.25M	Buy	132,418 +57,630	+77%	+$2.06M	0.16%	137
2022 Q2	$2.63M	Buy	74,788 +34,238	+84%	+$1.28M	0.09%	216
2022 Q1	$1.52M	Buy	40,550 +3,324	+9%	+$121K	0.05%	395
2021 Q4	$1.32M	Buy	37,226 +6,513	+21%	+$222K	0.04%	438
2021 Q3	$1.01M	Sell	30,713 -1,790	-6%	-$60K	0.03%	537
2021 Q2	$1.08M	Buy	32,503 +1,647	+5%	+$55.9K	0.03%	528
2021 Q1	$1.01M	Buy	30,856 +4,789	+18%	+$149K	0.03%	498
2020 Q4	$771K	Buy	26,067 +5,056	+24%	+$143K	0.03%	523
2020 Q3	$548K	Sell	21,011 -10,978	-34%	-$291K	0.02%	575
2020 Q2	$811K	Buy	31,989 +10,498	+49%	+$261K	0.04%	446
2020 Q1	$480K	Sell	21,491 -3,262	-13%	-$94.1K	0.03%	491
2019 Q4	$806K	Buy	24,753 +10,466	+73%	+$333K	0.03%	459
2019 Q3	$443K	Buy	14,287 +1,128	+9%	+$34.5K	0.02%	617
2019 Q2	$403K	Sell	13,159 -2,381	-15%	-$71.9K	0.02%	624
2019 Q1	$469K	Sell	15,540 -2,178	-12%	-$63.2K	0.03%	532
2018 Q4	$483K	Buy	17,718 +3,406	+24%	+$98.9K	0.04%	454
2018 Q3	$427K	Sell	14,312 -1,044	-7%	-$30.7K	0.03%	538
2018 Q2	$439K	Sell	15,356 -25,541	-62%	-$727K	0.03%	496
2018 Q1	$1.16M	Sell	40,897 -206	-0.5%	-$6.06K	0.08%	240
2017 Q4	$1.24M	Sell	41,103 -712	-2%	-$21K	0.1%	224
2017 Q3	$1.21M	Sell	41,815 -24,575	-37%	-$698K	0.1%	225
2017 Q2	$1.87M	Sell	66,390 -6,057	-8%	-$173K	0.18%	150
2017 Q1	$2.09M	Sell	72,447 -5,236	-7%	-$149K	0.2%	127
2016 Q4	$2.16M	Sell	77,683 -6,796	-8%	-$184K	0.24%	97
2016 Q3	$2.3M	Buy	84,479 +25,591	+43%	+$700K	0.27%	86
2016 Q2	$1.58M	Buy	58,888 +3,341	+6%	+$86.6K	0.21%	114
2016 Q1	$1.43M	Buy	55,547 +1,362	+3%	+$33K	0.19%	120
2015 Q4	$1.28M	Sell	54,185 -4,866	-8%	-$115K	0.18%	131
2015 Q3	$1.31M	Sell	59,051 -7,114	-11%	-$161K	0.21%	114
2015 Q2	$1.51M	Buy	66,165 +1,748	+3%	+$41.5K	0.21%	118
2015 Q1	$1.5M	Buy	64,417 +9,979	+18%	+$239K	0.2%	131
2014 Q4	$1.3M	Buy	+54,438	New	+$1.3M	0.17%	143

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

Sigma Planning Corp's FDL Position: Q2 2026 in Review

Sigma Planning Corp increased its First Trust Morningstar Dividend Leaders Index Fund (FDL) stake by 43% in Q2 2026, buying an estimated $2.07M and bringing the position to 138,389 shares worth $6.73M. The position accounts for 0.17% of the portfolio, ranked #121.

Sigma Planning Corp first reported a position in FDL in Q4 2014 and has held it in 47 quarters since. The position peaked at $23M in Q1 2023. 495 funds tracked by Wall St. Rank hold FDL as of Q2 2026.

Sigma Planning Corp held 138,389 shares of First Trust Morningstar Dividend Leaders Index Fund worth $6.73M as of Q2 2026.
Sigma Planning Corp bought 41,434 First Trust Morningstar Dividend Leaders Index Fund shares in Q2 2026, an estimated $2.07M.
First Trust Morningstar Dividend Leaders Index Fund made up 0.17% of Sigma Planning Corp's portfolio in Q2 2026, its #121 holding.
Sigma Planning Corp first reported a position in First Trust Morningstar Dividend Leaders Index Fund in Q4 2014 and has held it in 47 quarters since.
Sigma Planning Corp's First Trust Morningstar Dividend Leaders Index Fund position peaked at $23M in Q1 2023.
495 funds tracked by Wall St. Rank held First Trust Morningstar Dividend Leaders Index Fund as of Q2 2026.

Based on Sigma Planning Corp's 13F filing for Q2 2026, filed 7 Aug 2026.