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Summit Wealth Group (Colorado)’s First Trust Morningstar Dividend Leaders Index Fund FDL Stock Holding History

Summit Wealth Group (Colorado)’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 		$1.33M Sell
27,371
-490
-2% -$24.5K 0.11% 108
2026
Q1 		$1.42M Buy
27,861
+1,512
+6% +$73.9K 0.15% 88
2025
Q4 		$1.17M Buy
+26,349
New +$1.15M 0.15% 83
2025
Q3 		– Sell
-26,438
Closed -$1.11M – 535
2025
Q2 		$1.11M Buy
+26,438
New +$1.09M 0.28% 86

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

Summit Wealth Group (Colorado)'s FDL Position: Q2 2026 in Review

Summit Wealth Group (Colorado) reduced its First Trust Morningstar Dividend Leaders Index Fund (FDL) stake by 1.8% in Q2 2026, selling an estimated $24.5K and leaving 27,371 shares worth $1.33M. The position accounts for 0.11% of the portfolio, ranked #108.

Summit Wealth Group (Colorado) first reported a position in FDL in Q2 2025 and has held it in 4 quarters since. The position peaked at $1.42M in Q1 2026. 495 funds tracked by Wall St. Rank hold FDL as of Q2 2026.

  • Summit Wealth Group (Colorado) held 27,371 shares of First Trust Morningstar Dividend Leaders Index Fund worth $1.33M as of Q2 2026.
  • Summit Wealth Group (Colorado) sold 490 First Trust Morningstar Dividend Leaders Index Fund shares in Q2 2026, an estimated $24.5K.
  • First Trust Morningstar Dividend Leaders Index Fund made up 0.11% of Summit Wealth Group (Colorado)'s portfolio in Q2 2026, its #108 holding.
  • Summit Wealth Group (Colorado) first reported a position in First Trust Morningstar Dividend Leaders Index Fund in Q2 2025 and has held it in 4 quarters since.
  • Summit Wealth Group (Colorado)'s First Trust Morningstar Dividend Leaders Index Fund position peaked at $1.42M in Q1 2026.
  • 495 funds tracked by Wall St. Rank held First Trust Morningstar Dividend Leaders Index Fund as of Q2 2026.

Based on Summit Wealth Group (Colorado)'s 13F filing for Q2 2026, filed 28 Jul 2026.