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

Simplicity Wealth’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	$292K	Buy	+5,994	New	+$299K	0.01%	848

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

Simplicity Wealth's FDL Position: Q2 2026 in Review

Simplicity Wealth opened a new position in First Trust Morningstar Dividend Leaders Index Fund (FDL) in Q2 2026: 5,994 shares worth $292K. The stake represents 0.01% of the portfolio and ranks #848 among its holdings.

495 funds tracked by Wall St. Rank hold FDL as of Q2 2026.

Simplicity Wealth held 5,994 shares of First Trust Morningstar Dividend Leaders Index Fund worth $292K as of Q2 2026.
First Trust Morningstar Dividend Leaders Index Fund was a new Simplicity Wealth position in Q2 2026.
First Trust Morningstar Dividend Leaders Index Fund made up 0.01% of Simplicity Wealth's portfolio in Q2 2026, its #848 holding.
495 funds tracked by Wall St. Rank held First Trust Morningstar Dividend Leaders Index Fund as of Q2 2026.

Based on Simplicity Wealth's 13F filing for Q2 2026, filed 6 Aug 2026.