TCFG Investment Advisors’s First Trust Morningstar Dividend Leaders Index Fund FDL Stock Holding History

TCFG Investment 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	$1.25M	Hold	25,716	–	–	0.42%	52
2026 Q1	$1.31M	Buy	+25,716	New	+$1.26M	0.49%	45

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

TCFG Investment Advisors's FDL Position: Q2 2026 in Review

TCFG Investment Advisors held its First Trust Morningstar Dividend Leaders Index Fund (FDL) position steady in Q2 2026 at 25,716 shares worth $1.25M. The position accounts for 0.42% of the portfolio, ranked #52.

TCFG Investment Advisors first reported a position in FDL in Q1 2026 and has held it in 2 quarters since. The position peaked at $1.31M in Q1 2026. 493 funds tracked by Wall St. Rank hold FDL as of Q2 2026.

TCFG Investment Advisors held 25,716 shares of First Trust Morningstar Dividend Leaders Index Fund worth $1.25M as of Q2 2026.
TCFG Investment 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 0.42% of TCFG Investment Advisors's portfolio in Q2 2026, its #52 holding.
TCFG Investment Advisors first reported a position in First Trust Morningstar Dividend Leaders Index Fund in Q1 2026 and has held it in 2 quarters since.
TCFG Investment Advisors's First Trust Morningstar Dividend Leaders Index Fund position peaked at $1.31M in Q1 2026.
493 funds tracked by Wall St. Rank held First Trust Morningstar Dividend Leaders Index Fund as of Q2 2026.

Based on TCFG Investment Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.