Sloy Dahl & Holst’s First Trust Morningstar Dividend Leaders Index Fund FDL Stock Holding History

Sloy Dahl & Holst’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	$400K	Buy	8,230 +200	+2%	+$9.98K	0.05%	79
2026 Q1	$408K	Hold	8,030	–	–	0.06%	71
2025 Q4	$356K	Hold	8,030	–	–	0.04%	82
2025 Q3	$349K	Hold	8,030	–	–	0.04%	82
2025 Q2	$336K	Buy	8,030 +120	+2%	+$4.96K	0.05%	81
2025 Q1	$344K	Buy	7,910 +230	+3%	+$9.72K	0.06%	71
2024 Q4	$309K	Hold	7,680	–	–	0.04%	78
2024 Q3	$322K	Hold	7,680	–	–	0.06%	72
2024 Q2	$291K	Hold	7,680	–	–	0.06%	68
2024 Q1	$296K	Hold	7,680	–	–	0.07%	65
2023 Q4	$276K	Hold	7,680	–	–	0.06%	70
2023 Q3	$257K	Hold	7,680	–	–	0.06%	68
2023 Q2	$261K	Hold	7,680	–	–	0.05%	62
2023 Q1	$273K	Buy	7,680 +270	+4%	+$9.88K	0.06%	58
2022 Q4	$271K	Hold	7,410	–	–	0.09%	51
2022 Q3	$238K	Hold	7,410	–	–	0.05%	69
2022 Q2	$261K	Hold	7,410	–	–	0.06%	59
2022 Q1	$277K	Sell	7,410 -760	-9%	-$27.7K	0.05%	58
2021 Q4	$268K	Hold	8,170	–	–	0.06%	71
2021 Q3	$268K	Buy	8,170 +600	+8%	+$20.1K	0.06%	71
2021 Q2	$251K	Hold	7,570	–	–	0.03%	57
2021 Q1	$248K	Buy	+7,570	New	+$235K	0.04%	55

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

Sloy Dahl & Holst's FDL Position: Q2 2026 in Review

Sloy Dahl & Holst increased its First Trust Morningstar Dividend Leaders Index Fund (FDL) stake by 2.5% in Q2 2026, buying an estimated $9.98K and bringing the position to 8,230 shares worth $400K. The position accounts for 0.05% of the portfolio, ranked #79.

Sloy Dahl & Holst first reported a position in FDL in Q1 2021 and has held it in 22 quarters since. The position peaked at $408K in Q1 2026. 495 funds tracked by Wall St. Rank hold FDL as of Q2 2026.

Sloy Dahl & Holst held 8,230 shares of First Trust Morningstar Dividend Leaders Index Fund worth $400K as of Q2 2026.
Sloy Dahl & Holst bought 200 First Trust Morningstar Dividend Leaders Index Fund shares in Q2 2026, an estimated $9.98K.
First Trust Morningstar Dividend Leaders Index Fund made up 0.05% of Sloy Dahl & Holst's portfolio in Q2 2026, its #79 holding.
Sloy Dahl & Holst first reported a position in First Trust Morningstar Dividend Leaders Index Fund in Q1 2021 and has held it in 22 quarters since.
Sloy Dahl & Holst's First Trust Morningstar Dividend Leaders Index Fund position peaked at $408K in Q1 2026.
495 funds tracked by Wall St. Rank held First Trust Morningstar Dividend Leaders Index Fund as of Q2 2026.

Based on Sloy Dahl & Holst's 13F filing for Q2 2026, filed 13 Aug 2026.