Thurston Springer Miller Herd & Titak’s First Trust Morningstar Dividend Leaders Index Fund FDL Stock Holding History

Thurston Springer Miller Herd & Titak’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	$95.4K	Hold	1,961	–	–	0.03%	359
2026 Q1	$99.6K	Buy	1,961 +180	+10%	+$8.8K	0.04%	378
2025 Q4	$79K	Buy	1,781 +552	+45%	+$24K	0.03%	407
2025 Q3	$53.3K	Sell	1,229 -5,170	-81%	-$224K	0.11%	200
2025 Q2	$268K	Buy	6,399 +1,389	+28%	+$57.4K	0.03%	324
2025 Q1	$218K	Buy	5,010 +915	+22%	+$38.7K	0.04%	315
2024 Q4	$165K	Buy	4,095 +650	+19%	+$27.3K	0.03%	299
2024 Q3	$145K	Sell	3,445 -19	-0.5%	-$767	0.04%	332
2024 Q2	$131K	Buy	+3,464	New	+$131K	0.04%	365

Other funds holding FDL

Southland Equity Partners Wildwood, Missouri $571M AUM 22.77% 1-Year Est. Return

Hobart Private Capital Charlotte, North Carolina $583M AUM 21.67% 1-Year Est. Return

Next Level Private Harrison, New York $511M AUM 30.94% 1-Year Est. Return

Key Client Fiduciary Advisors Fairfield, New Jersey $343M AUM 35.3% 1-Year Est. Return

JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return

Investors Research Corp Atlanta, Georgia $559M AUM 21.55% 1-Year Est. Return

Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

Genesis Private Wealth Ashburn, Virginia $356M AUM 17.87% 1-Year Est. Return

Wisconsin Wealth Advisors Sun Prairie, Wisconsin $117M AUM 31.58% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return