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

Strategic Wealth Partners’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 		$30.8K Buy
+632
New +$31.5K ﹤0.01% 647
2026
Q1 		– Sell
-10
Closed -$443 – 1504
2025
Q4 		$443 Buy
+10
New +$436 ﹤0.01% 1347
2025
Q3 		– Sell
-10,352
Closed -$433K – 1339
2025
Q2 		$433K Buy
+10,352
New +$427K 0.03% 230

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

Strategic Wealth Partners's FDL Position: Q2 2026 in Review

Strategic Wealth Partners opened a new position in First Trust Morningstar Dividend Leaders Index Fund (FDL) in Q2 2026: 632 shares worth $30.8K. The stake represents ﹤0.01% of the portfolio and ranks #647 among its holdings. This is a return to the name: Strategic Wealth Partners previously reported a position in FDL as recently as Q4 2025.

Strategic Wealth Partners first reported a position in FDL in Q2 2025 and has held it in 3 quarters since. The position peaked at $433K in Q2 2025. 495 funds tracked by Wall St. Rank hold FDL as of Q2 2026.

  • Strategic Wealth Partners held 632 shares of First Trust Morningstar Dividend Leaders Index Fund worth $30.8K as of Q2 2026.
  • First Trust Morningstar Dividend Leaders Index Fund was a new Strategic Wealth Partners position in Q2 2026.
  • First Trust Morningstar Dividend Leaders Index Fund made up ﹤0.01% of Strategic Wealth Partners's portfolio in Q2 2026, its #647 holding.
  • Strategic Wealth Partners first reported a position in First Trust Morningstar Dividend Leaders Index Fund in Q2 2025 and has held it in 3 quarters since.
  • Strategic Wealth Partners's First Trust Morningstar Dividend Leaders Index Fund position peaked at $433K in Q2 2025.
  • 495 funds tracked by Wall St. Rank held First Trust Morningstar Dividend Leaders Index Fund as of Q2 2026.

Based on Strategic Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.