TCFG Wealth Management’s First Trust Morningstar Dividend Leaders Index Fund FDL Stock Holding History

TCFG Wealth Management’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	$1.31M	Buy	25,716 +40	+0.2%	+$1.96K	0.49%	45
2025 Q4	$1.14M	Sell	25,676 -804	-3%	-$35K	0.44%	53
2025 Q3	$1.15M	Hold	26,480	–	–	0.45%	53
2025 Q2	$1.11M	Sell	26,480 -28	-0.1%	-$1.16K	0.5%	44
2025 Q1	$1.15M	Sell	26,508 -254	-0.9%	-$10.7K	0.58%	39
2024 Q4	$1.08M	Buy	26,762 +100	+0.4%	+$4.2K	0.54%	45
2024 Q3	$1.12M	Buy	+26,662	New	+$1.08M	0.56%	47

Other funds holding FDL

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

TCFG Wealth Management's FDL Position: Q1 2026 in Review

TCFG Wealth Management increased its First Trust Morningstar Dividend Leaders Index Fund (FDL) stake by 0.16% in Q1 2026, buying an estimated $1.96K and bringing the position to 25,716 shares worth $1.31M. The position accounts for 0.49% of the portfolio, ranked #45.

TCFG Wealth Management first reported a position in FDL in Q3 2024 and has held it in 7 quarters since. 501 funds tracked by Wall St. Rank hold FDL as of Q1 2026.

TCFG Wealth Management held 25,716 shares of First Trust Morningstar Dividend Leaders Index Fund worth $1.31M as of Q1 2026.
TCFG Wealth Management bought 40 First Trust Morningstar Dividend Leaders Index Fund shares in Q1 2026, an estimated $1.96K.
First Trust Morningstar Dividend Leaders Index Fund made up 0.49% of TCFG Wealth Management's portfolio in Q1 2026, its #45 holding.
TCFG Wealth Management first reported a position in First Trust Morningstar Dividend Leaders Index Fund in Q3 2024 and has held it in 7 quarters since.
501 funds tracked by Wall St. Rank held First Trust Morningstar Dividend Leaders Index Fund as of Q1 2026.

Based on TCFG Wealth Management's 13F filing for Q1 2026, filed 24 Apr 2026.