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Sound View Wealth Advisors Group’s First Trust Morningstar Dividend Leaders Index Fund FDL Stock Holding History

Sound View Wealth Advisors Group’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 		$995K Buy
20,455
+1,363
+7% +$68K 0.06% 194
2026
Q1 		$970K Buy
19,092
+326
+2% +$15.9K 0.07% 191
2025
Q4 		$832K Sell
18,766
-887
-5% -$38.6K 0.06% 210
2025
Q3 		$853K Buy
19,653
+9
+0% +$390 0.06% 210
2025
Q2 		$822K Buy
19,644
+144
+0.7% +$5.95K 0.06% 209
2025
Q1 		$847K Sell
19,500
-1,279
-6% -$54.1K 0.07% 193
2024
Q4 		$837K Sell
20,779
-327
-2% -$13.7K 0.07% 202
2024
Q3 		$885K Buy
21,106
+2,497
+13% +$101K 0.07% 193
2024
Q2 		$706K Buy
18,609
+1,131
+6% +$42.9K 0.07% 198
2024
Q1 		$673K Sell
17,478
-1,358
-7% -$49.7K 0.07% 208
2023
Q4 		$676K Buy
18,836
+1,460
+8% +$49.5K 0.07% 203
2023
Q3 		$581K Buy
17,376
+396
+2% +$13.7K 0.07% 202
2023
Q2 		$577K Buy
16,980
+179
+1% +$6.2K 0.08% 202
2023
Q1 		$596K Sell
16,801
-2,035
-11% -$74.4K 0.08% 196
2022
Q4 		$676K Buy
+18,836
New +$679K 0.07% 203
2022
Q3 		– Sell
-5,972
Closed -$210K – 274
2022
Q2 		$210K Sell
5,972
-1,163
-16% -$43.5K 0.04% 264
2022
Q1 		$267K Buy
7,135
+219
+3% +$7.98K 0.05% 252
2021
Q4 		$246K Buy
6,916
+23
+0.3% +$784 0.05% 264
2021
Q3 		$226K Sell
6,893
-14
-0.2% -$469 0.05% 270
2021
Q2 		$229K Buy
+6,907
New +$235K 0.05% 263

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 $1.89T AUM 35.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Sound View Wealth Advisors Group's FDL Position: Q2 2026 in Review

Sound View Wealth Advisors Group increased its First Trust Morningstar Dividend Leaders Index Fund (FDL) stake by 7.1% in Q2 2026, buying an estimated $68K and bringing the position to 20,455 shares worth $995K. The position accounts for 0.06% of the portfolio, ranked #194.

Sound View Wealth Advisors Group first reported a position in FDL in Q2 2021 and has held it in 20 quarters since. 495 funds tracked by Wall St. Rank hold FDL as of Q2 2026.

  • Sound View Wealth Advisors Group held 20,455 shares of First Trust Morningstar Dividend Leaders Index Fund worth $995K as of Q2 2026.
  • Sound View Wealth Advisors Group bought 1,363 First Trust Morningstar Dividend Leaders Index Fund shares in Q2 2026, an estimated $68K.
  • First Trust Morningstar Dividend Leaders Index Fund made up 0.06% of Sound View Wealth Advisors Group's portfolio in Q2 2026, its #194 holding.
  • Sound View Wealth Advisors Group first reported a position in First Trust Morningstar Dividend Leaders Index Fund in Q2 2021 and has held it in 20 quarters since.
  • 495 funds tracked by Wall St. Rank held First Trust Morningstar Dividend Leaders Index Fund as of Q2 2026.

Based on Sound View Wealth Advisors Group's 13F filing for Q2 2026, filed 11 Aug 2026.