Stonebridge Financial Planning Group’s First Trust Morningstar Dividend Leaders Index Fund FDL Stock Holding History

Stonebridge Financial Planning 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	–	Sell	-4,080	Closed	-$207K	–	185
2026 Q1	$207K	Buy	+4,080	New	+$199K	0.08%	169
2022 Q1	–	Sell	-1,000	Closed	-$36K	–	189
2021 Q4	$36K	Hold	1,000	–	–	0.02%	240
2021 Q3	$34K	Hold	1,000	–	–	0.02%	252
2021 Q2	$33K	Hold	1,000	–	–	0.02%	251
2021 Q1	$33K	Sell	1,000 -450	-31%	-$14K	0.02%	247
2020 Q4	$43K	Sell	1,450 -1,650	-53%	-$46.6K	0.03%	209
2020 Q3	$84K	Sell	3,100 -2,280	-42%	-$60.4K	0.06%	143
2020 Q2	$137K	Sell	5,380 -693	-11%	-$17.3K	0.12%	110
2020 Q1	$147K	Sell	6,073 -393	-6%	-$11.3K	0.15%	93
2019 Q4	$211K	Buy	+6,466	New	+$206K	0.19%	84

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

Stonebridge Financial Planning Group's FDL Position: Q2 2026 in Review

Stonebridge Financial Planning Group sold out of First Trust Morningstar Dividend Leaders Index Fund (FDL) in Q2 2026, closing a stake of 4,080 shares — an estimated $207K sold.

Stonebridge Financial Planning Group first reported a position in FDL in Q4 2019 and held it in 10 quarters. The position peaked at $211K in Q4 2019. 495 funds tracked by Wall St. Rank hold FDL as of Q2 2026.

Stonebridge Financial Planning Group reported no remaining First Trust Morningstar Dividend Leaders Index Fund position as of Q2 2026 after selling out during the quarter.
Stonebridge Financial Planning Group sold 4,080 First Trust Morningstar Dividend Leaders Index Fund shares in Q2 2026, an estimated $207K.
Stonebridge Financial Planning Group first reported a position in First Trust Morningstar Dividend Leaders Index Fund in Q4 2019 and held it in 10 quarters.
Stonebridge Financial Planning Group's First Trust Morningstar Dividend Leaders Index Fund position peaked at $211K in Q4 2019.
495 funds tracked by Wall St. Rank held First Trust Morningstar Dividend Leaders Index Fund as of Q2 2026.

Based on Stonebridge Financial Planning Group's 13F filing for Q2 2026, filed 31 Jul 2026.