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Sunbelt Securities’s First Trust Morningstar Dividend Leaders Index Fund FDL Stock Holding History

Sunbelt Securities’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 		$576K Buy
11,338
+29
+0.3% +$1.42K 0.04% 367
2025
Q4 		$501K Buy
11,309
+411
+4% +$17.9K 0.03% 401
2025
Q3 		$473K Buy
10,898
+457
+4% +$19.8K 0.03% 402
2025
Q2 		$420K Sell
10,441
-1,027
-9% -$42.4K 0.04% 390
2025
Q1 		$498K Buy
11,468
+1,066
+10% +$45K 0.04% 327
2024
Q4 		$416K Sell
10,402
-350
-3% -$14.7K 0.04% 394
2024
Q3 		$451K Sell
10,752
-1,491
-12% -$60.2K 0.04% 379
2024
Q2 		$464K Buy
12,243
+1,319
+12% +$50K 0.05% 354
2024
Q1 		$420K Sell
10,924
-34
-0.3% -$1.25K 0.05% 359
2023
Q4 		$393K Sell
10,958
-450
-4% -$15.2K 0.05% 355
2023
Q3 		$381K Sell
11,408
-97
-0.8% -$3.36K 0.05% 346
2023
Q2 		$391K Sell
11,505
-3,027
-21% -$105K 0.06% 333
2023
Q1 		$511K Hold
14,532
– – 0.08% 253
2022
Q4 		$531K Buy
14,532
+2,345
+19% +$84.5K 0.1% 233
2022
Q3 		$392K Buy
12,187
+5
+0% +$179 0.08% 281
2022
Q2 		$429K Sell
12,182
-1,146
-9% -$42.9K 0.09% 265
2022
Q1 		$503K Sell
13,328
-7,967
-37% -$290K 0.09% 250
2021
Q4 		$775K Sell
21,295
-814
-4% -$27.8K 0.13% 193
2021
Q3 		$733K Hold
22,109
– – 0.13% 187
2021
Q2 		$733K Buy
22,109
+3
+0% +$102 0.13% 187
2021
Q1 		$723K Sell
22,106
-169
-0.8% -$5.24K 0.14% 181
2020
Q4 		$659K Buy
22,275
+8,864
+66% +$251K 0.14% 184
2020
Q3 		$349K Buy
13,411
+3,703
+38% +$98.1K 0.1% 237
2020
Q2 		$246K Buy
+9,708
New +$242K 0.08% 248
2020
Q1 		– Sell
-21,468
Closed -$699K – 469
2019
Q4 		$699K Buy
21,468
+7,334
+52% +$233K 0.07% 255
2019
Q3 		$439K Buy
+14,134
New +$432K 0.05% 327

Other funds holding FDL

LPL Financial
LPL Financial San Diego, California $377B 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 $432B 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 $530B 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 $570B 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 $666B 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

Sunbelt Securities's FDL Position: Q1 2026 in Review

Sunbelt Securities increased its First Trust Morningstar Dividend Leaders Index Fund (FDL) stake by 0.26% in Q1 2026, buying an estimated $1.42K and bringing the position to 11,338 shares worth $576K. The position accounts for 0.04% of the portfolio, ranked #367.

Sunbelt Securities first reported a position in FDL in Q3 2019 and has held it in 26 quarters since. The position peaked at $775K in Q4 2021. 501 funds tracked by Wall St. Rank hold FDL as of Q1 2026.

  • Sunbelt Securities held 11,338 shares of First Trust Morningstar Dividend Leaders Index Fund worth $576K as of Q1 2026.
  • Sunbelt Securities bought 29 First Trust Morningstar Dividend Leaders Index Fund shares in Q1 2026, an estimated $1.42K.
  • First Trust Morningstar Dividend Leaders Index Fund made up 0.04% of Sunbelt Securities's portfolio in Q1 2026, its #367 holding.
  • Sunbelt Securities first reported a position in First Trust Morningstar Dividend Leaders Index Fund in Q3 2019 and has held it in 26 quarters since.
  • Sunbelt Securities's First Trust Morningstar Dividend Leaders Index Fund position peaked at $775K in Q4 2021.
  • 501 funds tracked by Wall St. Rank held First Trust Morningstar Dividend Leaders Index Fund as of Q1 2026.

Based on Sunbelt Securities's 13F filing for Q1 2026, filed 18 May 2026.