Stratos Wealth Advisors’s First Trust Morningstar Dividend Leaders Index Fund FDL Stock Holding History

Stratos Wealth Advisors’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	$3.21M	Sell	65,909 -1,411	-2%	-$70.4K	0.18%	122
2026 Q1	$3.42M	Sell	67,320 -721	-1%	-$35.2K	0.21%	104
2025 Q4	$3.02M	Buy	68,041 +1,497	+2%	+$65.2K	0.15%	155
2025 Q3	$2.89M	Buy	66,544 +4,929	+8%	+$214K	0.14%	155
2025 Q2	$2.58M	Buy	61,615 +55,759	+952%	+$2.3M	0.14%	155
2025 Q1	$254K	Buy	5,856 +49	+0.8%	+$2.07K	0.01%	579
2024 Q4	$234K	Buy	5,807 +70	+1%	+$2.94K	0.01%	638
2024 Q3	$241K	Sell	5,737 -1,551	-21%	-$62.6K	0.01%	663
2024 Q2	$276K	Sell	7,288 -926	-11%	-$35.1K	0.01%	587
2024 Q1	$316K	Buy	8,214 +1,383	+20%	+$50.6K	0.02%	544
2023 Q4	$245K	Buy	+6,831	New	+$231K	0.01%	604
2022 Q3	–	Sell	-11,068	Closed	-$390K	–	502
2022 Q2	$390K	Buy	+11,068	New	+$414K	0.04%	400

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

Stratos Wealth Advisors's FDL Position: Q2 2026 in Review

Stratos Wealth Advisors reduced its First Trust Morningstar Dividend Leaders Index Fund (FDL) stake by 2.1% in Q2 2026, selling an estimated $70.4K and leaving 65,909 shares worth $3.21M. The position accounts for 0.18% of the portfolio, ranked #122.

Stratos Wealth Advisors first reported a position in FDL in Q2 2022 and has held it in 12 quarters since. The position peaked at $3.42M in Q1 2026. 495 funds tracked by Wall St. Rank hold FDL as of Q2 2026.

Stratos Wealth Advisors held 65,909 shares of First Trust Morningstar Dividend Leaders Index Fund worth $3.21M as of Q2 2026.
Stratos Wealth Advisors sold 1,411 First Trust Morningstar Dividend Leaders Index Fund shares in Q2 2026, an estimated $70.4K.
First Trust Morningstar Dividend Leaders Index Fund made up 0.18% of Stratos Wealth Advisors's portfolio in Q2 2026, its #122 holding.
Stratos Wealth Advisors first reported a position in First Trust Morningstar Dividend Leaders Index Fund in Q2 2022 and has held it in 12 quarters since.
Stratos Wealth Advisors's First Trust Morningstar Dividend Leaders Index Fund position peaked at $3.42M in Q1 2026.
495 funds tracked by Wall St. Rank held First Trust Morningstar Dividend Leaders Index Fund as of Q2 2026.

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