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

Topsail 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 Q2	$493K	Buy	10,140 +450	+5%	+$22.5K	0.06%	97
2026 Q1	$492K	Sell	9,690 -50	-0.5%	-$2.44K	0.07%	82
2025 Q4	$432K	Sell	9,740 -245	-2%	-$10.7K	0.06%	99
2025 Q3	$433K	Hold	9,985	–	–	0.07%	87
2025 Q2	$418K	Sell	9,985 -280	-3%	-$11.6K	0.08%	85
2025 Q1	$446K	Hold	10,265	–	–	0.09%	71
2024 Q4	$413K	Buy	+10,265	New	+$431K	0.09%	64

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

Topsail Wealth Management's FDL Position: Q2 2026 in Review

Topsail Wealth Management increased its First Trust Morningstar Dividend Leaders Index Fund (FDL) stake by 4.6% in Q2 2026, buying an estimated $22.5K and bringing the position to 10,140 shares worth $493K. The position accounts for 0.06% of the portfolio, ranked #97.

Topsail Wealth Management first reported a position in FDL in Q4 2024 and has held it in 7 quarters since. 495 funds tracked by Wall St. Rank hold FDL as of Q2 2026.

Topsail Wealth Management held 10,140 shares of First Trust Morningstar Dividend Leaders Index Fund worth $493K as of Q2 2026.
Topsail Wealth Management bought 450 First Trust Morningstar Dividend Leaders Index Fund shares in Q2 2026, an estimated $22.5K.
First Trust Morningstar Dividend Leaders Index Fund made up 0.06% of Topsail Wealth Management's portfolio in Q2 2026, its #97 holding.
Topsail Wealth Management first reported a position in First Trust Morningstar Dividend Leaders Index Fund in Q4 2024 and has held it in 7 quarters since.
495 funds tracked by Wall St. Rank held First Trust Morningstar Dividend Leaders Index Fund as of Q2 2026.

Based on Topsail Wealth Management's 13F filing for Q2 2026, filed 13 Aug 2026.