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

Sun 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
Q2 		$298K Buy
5,746
+33
+0.6% +$1.65K 0.14% 130
2026
Q1 		$284K Buy
5,713
+27
+0.5% +$1.32K 0.14% 136
2025
Q4 		$252K Buy
+5,686
New +$248K 0.14% 144

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

Sun Financial's FDL Position: Q2 2026 in Review

Sun Financial increased its First Trust Morningstar Dividend Leaders Index Fund (FDL) stake by 0.58% in Q2 2026, buying an estimated $1.65K and bringing the position to 5,746 shares worth $298K. The position accounts for 0.14% of the portfolio, ranked #130.

Sun Financial first reported a position in FDL in Q4 2025 and has held it in 3 quarters since. 495 funds tracked by Wall St. Rank hold FDL as of Q2 2026.

  • Sun Financial held 5,746 shares of First Trust Morningstar Dividend Leaders Index Fund worth $298K as of Q2 2026.
  • Sun Financial bought 33 First Trust Morningstar Dividend Leaders Index Fund shares in Q2 2026, an estimated $1.65K.
  • First Trust Morningstar Dividend Leaders Index Fund made up 0.14% of Sun Financial's portfolio in Q2 2026, its #130 holding.
  • Sun Financial first reported a position in First Trust Morningstar Dividend Leaders Index Fund in Q4 2025 and has held it in 3 quarters since.
  • 495 funds tracked by Wall St. Rank held First Trust Morningstar Dividend Leaders Index Fund as of Q2 2026.

Based on Sun Financial's 13F filing for Q2 2026, filed 12 Aug 2026.