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Sowell Financial Services’s First Trust Morningstar Dividend Leaders Index Fund FDL Stock Holding History

Sowell Financial Services’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 		$534K Buy
10,979
+155
+1% +$7.74K 0.02% 622
2026
Q1 		$550K Sell
10,824
-1,784
-14% -$87.2K 0.02% 607
2025
Q4 		$559K Sell
12,608
-181,770
-94% -$7.92M 0.02% 608
2025
Q3 		$8.44M Buy
194,378
+188,873
+3,431% +$8.18M 0.32% 58
2025
Q2 		$230K Buy
5,505
+52
+1% +$2.15K 0.01% 898
2025
Q1 		$237K Buy
+5,453
New +$230K 0.01% 863
2022
Q4 		– Sell
-12,180
Closed -$391K – 528
2022
Q3 		$391K Buy
+12,180
New +$435K 0.04% 342
2021
Q2 		– Sell
-2,676
Closed -$93K – 1241
2021
Q1 		$93K Buy
2,676
+12
+0.5% +$372 ﹤0.01% 1397
2020
Q4 		$79K Buy
2,664
+2,507
+1,597% +$70.8K ﹤0.01% 1244
2020
Q3 		$4K Buy
157
+2
+1% +$53 ﹤0.01% 2047
2020
Q2 		$4K Sell
155
-3,519
-96% -$87.6K ﹤0.01% 1956
2020
Q1 		$82K Buy
3,674
+40
+1% +$1.15K 0.01% 908
2019
Q4 		$118K Buy
3,634
+45
+1% +$1.43K 0.01% 862
2019
Q3 		$111K Buy
+3,589
New +$110K 0.01% 792

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

Sowell Financial Services's FDL Position: Q2 2026 in Review

Sowell Financial Services increased its First Trust Morningstar Dividend Leaders Index Fund (FDL) stake by 1.4% in Q2 2026, buying an estimated $7.74K and bringing the position to 10,979 shares worth $534K. The position accounts for 0.02% of the portfolio, ranked #622.

Sowell Financial Services first reported a position in FDL in Q3 2019 and has held it in 14 quarters since. The position peaked at $8.44M in Q3 2025. 495 funds tracked by Wall St. Rank hold FDL as of Q2 2026.

  • Sowell Financial Services held 10,979 shares of First Trust Morningstar Dividend Leaders Index Fund worth $534K as of Q2 2026.
  • Sowell Financial Services bought 155 First Trust Morningstar Dividend Leaders Index Fund shares in Q2 2026, an estimated $7.74K.
  • First Trust Morningstar Dividend Leaders Index Fund made up 0.02% of Sowell Financial Services's portfolio in Q2 2026, its #622 holding.
  • Sowell Financial Services first reported a position in First Trust Morningstar Dividend Leaders Index Fund in Q3 2019 and has held it in 14 quarters since.
  • Sowell Financial Services's First Trust Morningstar Dividend Leaders Index Fund position peaked at $8.44M in Q3 2025.
  • 495 funds tracked by Wall St. Rank held First Trust Morningstar Dividend Leaders Index Fund as of Q2 2026.

Based on Sowell Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.