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

Swisher Financial Concepts’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	$28.4K	Sell	583 -4,773	-89%	-$238K	0.02%	104
2026 Q1	$272K	Sell	5,356 -177	-3%	-$8.65K	0.15%	78
2025 Q4	$245K	Hold	5,533	–	–	0.14%	84
2025 Q3	$240K	Sell	5,533 -1,230	-18%	-$53.3K	0.14%	80
2025 Q2	$283K	Sell	6,763 -170	-2%	-$7.02K	0.18%	74
2025 Q1	$301K	Buy	+6,933	New	+$293K	0.25%	54
2024 Q4	–	Sell	-8,316	Closed	-$345K	–	70
2024 Q3	$345K	Sell	8,316 -84	-1%	-$3.39K	0.22%	66
2024 Q2	$318K	Sell	8,400 -3	-0%	-$114	0.32%	56
2024 Q1	$315K	Sell	8,403 -720	-8%	-$26.4K	0.27%	57
2023 Q4	$325K	Buy	+9,123	New	+$309K	0.31%	55

Other funds holding FDL

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Swisher Financial Concepts's FDL Position: Q2 2026 in Review

Swisher Financial Concepts reduced its First Trust Morningstar Dividend Leaders Index Fund (FDL) stake by 89% in Q2 2026, selling an estimated $238K and leaving 583 shares worth $28.4K. The position accounts for 0.02% of the portfolio, ranked #104.

Swisher Financial Concepts first reported a position in FDL in Q4 2023 and has held it in 10 quarters since. The position peaked at $345K in Q3 2024. 495 funds tracked by Wall St. Rank hold FDL as of Q2 2026.

Swisher Financial Concepts held 583 shares of First Trust Morningstar Dividend Leaders Index Fund worth $28.4K as of Q2 2026.
Swisher Financial Concepts sold 4,773 First Trust Morningstar Dividend Leaders Index Fund shares in Q2 2026, an estimated $238K.
First Trust Morningstar Dividend Leaders Index Fund made up 0.02% of Swisher Financial Concepts's portfolio in Q2 2026, its #104 holding.
Swisher Financial Concepts first reported a position in First Trust Morningstar Dividend Leaders Index Fund in Q4 2023 and has held it in 10 quarters since.
Swisher Financial Concepts's First Trust Morningstar Dividend Leaders Index Fund position peaked at $345K in Q3 2024.
495 funds tracked by Wall St. Rank held First Trust Morningstar Dividend Leaders Index Fund as of Q2 2026.

Based on Swisher Financial Concepts's 13F filing for Q2 2026, filed 6 Aug 2026.