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

Summit Financial’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
Q1 		$4.6M Buy
90,575
+217
+0.2% +$10.6K 0.06% 336
2025
Q4 		$4.01M Buy
90,358
+6,186
+7% +$269K 0.06% 308
2025
Q3 		$3.65M Buy
84,172
+16,892
+25% +$732K 0.06% 323
2025
Q2 		$2.82M Buy
67,280
+41,807
+164% +$1.73M 0.06% 242
2025
Q1 		$1.11M Buy
25,473
+3,628
+17% +$153K 0.03% 356
2024
Q4 		$886K Buy
21,845
+1,587
+8% +$66.6K 0.03% 338
2024
Q3 		$850K Buy
20,258
+6,971
+52% +$281K 0.03% 289
2024
Q2 		$504K Buy
+13,287
New +$504K 0.02% 323

Other funds holding FDL

LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return