Summit Financial Wealth Advisors
FDL icon

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

Summit Financial 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
Q3 		$12.9M Sell
262,675
-975
-0.4% -$50.3K 1.6% 22
2026
Q2 		$12.8M Buy
263,650
+7,000
+3% +$349K 1.64% 19
2026
Q1 		$13M Buy
256,650
+26,209
+11% +$1.28M 1.85% 17
2025
Q4 		$10.2M Buy
230,441
+997
+0.4% +$43.4K 1.46% 20
2025
Q3 		$10.1M Sell
229,444
-780
-0.3% -$33.8K 1.56% 20
2025
Q2 		$9.6M Buy
230,224
+8,583
+4% +$354K 1.73% 16
2025
Q1 		$9.6M Sell
221,641
-862
-0.4% -$36.4K 1.91% 16
2024
Q4 		$9.25M Buy
222,503
+14,361
+7% +$603K 1.81% 17
2024
Q3 		$8.73M Buy
208,142
+3,934
+2% +$159K 1.64% 20
2024
Q2 		$7.75M Sell
204,208
-6,486
-3% -$246K 1.57% 21
2024
Q1 		$8.11M Sell
210,694
-507,619
-71% -$18.6M 1.64% 22
2023
Q4 		$25.8M Sell
718,313
-33,790
-4% -$1.14M 5.85% 3
2023
Q3 		$24.9M Sell
752,103
-72,513
-9% -$2.51M 6.1% 3
2023
Q2 		$28M Sell
824,616
-6,642
-0.8% -$230K 6.48% 3
2023
Q1 		$29.5M Buy
831,258
+412,331
+98% +$15.1M 7% 3
2022
Q4 		$15.3M Buy
418,927
+22,228
+6% +$801K 3.7% 7
2022
Q3 		$14.2M Buy
396,699
+213,593
+117% +$7.63M 4.07% 7
2022
Q2 		$6.54M Buy
+183,106
New +$6.85M 1.56% 25
2015
Q1 		– Sell
-1,200
Closed -$29K – 239
2014
Q4 		$29K Buy
+1,200
New +$28.6K 0.02% 143

Other funds holding FDL

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return
Csenge Advisory Group
Csenge Advisory Group Clearwater, Florida $2.53B AUM 18.15% 1-Year Est. Return
Private Advisor Group
Private Advisor Group Morristown, New Jersey $29.9B AUM 19.22% 1-Year Est. Return

Summit Financial Wealth Advisors's FDL Position: Q3 2026 in Review

Summit Financial Wealth Advisors reduced its First Trust Morningstar Dividend Leaders Index Fund (FDL) stake by 0.37% in Q3 2026, selling an estimated $50.3K and leaving 262,675 shares worth $12.9M. The position accounts for 1.6% of the portfolio, ranked #22.

Summit Financial Wealth Advisors first reported a position in FDL in Q4 2014 and has held it in 19 quarters since. The position peaked at $29.5M in Q1 2023. 458 funds tracked by Wall St. Rank hold FDL as of Q3 2026.

  • Summit Financial Wealth Advisors held 262,675 shares of First Trust Morningstar Dividend Leaders Index Fund worth $12.9M as of Q3 2026.
  • Summit Financial Wealth Advisors sold 975 First Trust Morningstar Dividend Leaders Index Fund shares in Q3 2026, an estimated $50.3K.
  • First Trust Morningstar Dividend Leaders Index Fund made up 1.6% of Summit Financial Wealth Advisors's portfolio in Q3 2026, its #22 holding.
  • Summit Financial Wealth Advisors first reported a position in First Trust Morningstar Dividend Leaders Index Fund in Q4 2014 and has held it in 19 quarters since.
  • Summit Financial Wealth Advisors's First Trust Morningstar Dividend Leaders Index Fund position peaked at $29.5M in Q1 2023.
  • 458 funds tracked by Wall St. Rank held First Trust Morningstar Dividend Leaders Index Fund as of Q3 2026.

Based on Summit Financial Wealth Advisors's 13F filing for Q3 2026, filed 15 Oct 2026.