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

Smith Partners 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 Q2	$272K	Sell	5,590 -1,140	-17%	-$56.9K	0.22%	55
2026 Q1	$342K	Hold	6,730	–	–	0.31%	53
2025 Q4	$298K	Buy	+6,730	New	+$293K	0.27%	53

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

Smith Partners Wealth Management's FDL Position: Q2 2026 in Review

Smith Partners Wealth Management reduced its First Trust Morningstar Dividend Leaders Index Fund (FDL) stake by 17% in Q2 2026, selling an estimated $56.9K and leaving 5,590 shares worth $272K. The position accounts for 0.22% of the portfolio, ranked #55.

Smith Partners Wealth Management first reported a position in FDL in Q4 2025 and has held it in 3 quarters since. The position peaked at $342K in Q1 2026. 495 funds tracked by Wall St. Rank hold FDL as of Q2 2026.

Smith Partners Wealth Management held 5,590 shares of First Trust Morningstar Dividend Leaders Index Fund worth $272K as of Q2 2026.
Smith Partners Wealth Management sold 1,140 First Trust Morningstar Dividend Leaders Index Fund shares in Q2 2026, an estimated $56.9K.
First Trust Morningstar Dividend Leaders Index Fund made up 0.22% of Smith Partners Wealth Management's portfolio in Q2 2026, its #55 holding.
Smith Partners Wealth Management first reported a position in First Trust Morningstar Dividend Leaders Index Fund in Q4 2025 and has held it in 3 quarters since.
Smith Partners Wealth Management's First Trust Morningstar Dividend Leaders Index Fund position peaked at $342K in Q1 2026.
495 funds tracked by Wall St. Rank held First Trust Morningstar Dividend Leaders Index Fund as of Q2 2026.

Based on Smith Partners Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.