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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
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 		$9.64M Buy
230,224
+8,583
+4% +$354K 1.73% 16
2025
Q1 		$9.63M 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

SEP
Southland Equity Partners Wildwood, Missouri $571M AUM 22.77% 1-Year Est. Return
BFG
Beacon Financial Group Dallas, Texas $1.1B AUM 21.5% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
MF
Manchester Financial Westlake Village, California $563M AUM 21.72% 1-Year Est. Return
HPC
Hobart Private Capital Charlotte, North Carolina $583M AUM 21.67% 1-Year Est. Return
NLP
Next Level Private Harrison, New York $511M AUM 30.94% 1-Year Est. Return
KCFA
Key Client Fiduciary Advisors Fairfield, New Jersey $347M AUM 35.3% 1-Year Est. Return
JWA
JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return
IRC
Investors Research Corp Atlanta, Georgia $559M AUM 21.55% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

Summit Financial Wealth Advisors's FDL Position: Q2 2026 in Review

Summit Financial Wealth Advisors increased its First Trust Morningstar Dividend Leaders Index Fund (FDL) stake by 2.7% in Q2 2026, buying an estimated $349K and bringing the position to 263,650 shares worth $12.8M. The position accounts for 1.64% of the portfolio, ranked #19.

Summit Financial Wealth Advisors first reported a position in FDL in Q4 2014 and has held it in 18 quarters since. The position peaked at $29.5M in Q1 2023. 73 funds tracked by Wall St. Rank hold FDL as of Q2 2026.

  • Summit Financial Wealth Advisors held 263,650 shares of First Trust Morningstar Dividend Leaders Index Fund worth $12.8M as of Q2 2026.
  • Summit Financial Wealth Advisors bought 7,000 First Trust Morningstar Dividend Leaders Index Fund shares in Q2 2026, an estimated $349K.
  • First Trust Morningstar Dividend Leaders Index Fund made up 1.64% of Summit Financial Wealth Advisors's portfolio in Q2 2026, its #19 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 18 quarters since.
  • Summit Financial Wealth Advisors's First Trust Morningstar Dividend Leaders Index Fund position peaked at $29.5M in Q1 2023.
  • 73 funds tracked by Wall St. Rank held First Trust Morningstar Dividend Leaders Index Fund as of Q2 2026.

Based on Summit Financial Wealth Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.