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Tanglewood Legacy Advisors’s First Trust Morningstar Dividend Leaders Index Fund FDL Stock Holding History

Tanglewood Legacy Advisors’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 		$52.8K Hold
1,085
– – 0.02% 164
2026
Q1 		$55.1K Hold
1,085
– – 0.02% 159
2025
Q4 		$48.1K Hold
1,085
– – 0.02% 165
2025
Q3 		$47.1K Hold
1,085
– – 0.02% 167
2025
Q2 		$45.4K Hold
1,085
– – 0.02% 172
2025
Q1 		$47.1K Hold
1,085
– – 0.02% 173
2024
Q4 		$43.7K Buy
+1,085
New +$45.5K 0.02% 180

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

Tanglewood Legacy Advisors's FDL Position: Q2 2026 in Review

Tanglewood Legacy Advisors held its First Trust Morningstar Dividend Leaders Index Fund (FDL) position steady in Q2 2026 at 1,085 shares worth $52.8K. The position accounts for 0.02% of the portfolio, ranked #164.

Tanglewood Legacy Advisors first reported a position in FDL in Q4 2024 and has held it in 7 quarters since. The position peaked at $55.1K in Q1 2026. 494 funds tracked by Wall St. Rank hold FDL as of Q2 2026.

  • Tanglewood Legacy Advisors held 1,085 shares of First Trust Morningstar Dividend Leaders Index Fund worth $52.8K as of Q2 2026.
  • Tanglewood Legacy Advisors left its First Trust Morningstar Dividend Leaders Index Fund share count unchanged in Q2 2026.
  • First Trust Morningstar Dividend Leaders Index Fund made up 0.02% of Tanglewood Legacy Advisors's portfolio in Q2 2026, its #164 holding.
  • Tanglewood Legacy Advisors first reported a position in First Trust Morningstar Dividend Leaders Index Fund in Q4 2024 and has held it in 7 quarters since.
  • Tanglewood Legacy Advisors's First Trust Morningstar Dividend Leaders Index Fund position peaked at $55.1K in Q1 2026.
  • 494 funds tracked by Wall St. Rank held First Trust Morningstar Dividend Leaders Index Fund as of Q2 2026.

Based on Tanglewood Legacy Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.