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

Total Clarity 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	$4.71M	Buy	96,794 +10,760	+13%	+$537K	0.92%	23
2026 Q1	$4.37M	Buy	86,034 +11,292	+15%	+$552K	1.03%	26
2025 Q4	$3.31M	Hold	74,742	–	–	0.8%	34
2025 Q3	$3.24M	Hold	74,742	–	–	0.86%	32
2025 Q2	$3.13M	Hold	74,742	–	–	0.9%	32
2025 Q1	$3.01M	Hold	74,742	–	–	0.98%	27
2024 Q4	$3.01M	Hold	74,742	–	–	0.98%	27
2024 Q3	$3.14M	Hold	74,742	–	–	1.01%	25
2024 Q2	$2.83M	Sell	74,742 -387	-0.5%	-$14.7K	0.98%	24
2024 Q1	$2.89M	Buy	75,129 +25	+0%	+$915	1.01%	24
2023 Q4	$2.69M	Sell	75,104 -350	-0.5%	-$11.9K	1.1%	18
2023 Q3	$2.52M	Sell	75,454 -19,213	-20%	-$666K	1.21%	16
2023 Q2	$3.22M	Sell	94,667 -1,020	-1%	-$35.3K	1.6%	8
2023 Q1	$3.4M	Buy	95,687 +19,276	+25%	+$705K	1.84%	7
2022 Q4	$2.79M	Buy	76,411 +650	+0.9%	+$23.4K	1.42%	13
2022 Q3	$2.43M	Hold	75,761	–	–	1.52%	14
2022 Q2	$2.67M	Hold	75,761	–	–	1.38%	13
2022 Q1	$2.84M	Sell	75,761 -10,067	-12%	-$367K	1.56%	12
2021 Q4	$3.05M	Buy	85,828 +9,434	+12%	+$322K	1.39%	12
2021 Q3	$2.5M	Hold	76,394	–	–	1.19%	17
2021 Q2	$2.54M	Sell	76,394 -5,900	-7%	-$200K	1.41%	15
2021 Q1	$2.69M	Hold	82,294	–	–	1.55%	14
2020 Q4	$2.44M	Hold	82,294	–	–	1.69%	16
2020 Q3	$2.15M	Hold	82,294	–	–	1.87%	15
2020 Q2	$2.09M	Sell	82,294 -2,038	-2%	-$50.7K	1.92%	12
2020 Q1	$1.88M	Sell	84,332 -1,051	-1%	-$30.3K	2.91%	8
2019 Q4	$2.78M	Buy	+85,383	New	+$2.72M	2.09%	9

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

Total Clarity Wealth Management's FDL Position: Q2 2026 in Review

Total Clarity Wealth Management increased its First Trust Morningstar Dividend Leaders Index Fund (FDL) stake by 13% in Q2 2026, buying an estimated $537K and bringing the position to 96,794 shares worth $4.71M. The position accounts for 0.92% of the portfolio, ranked #23.

Total Clarity Wealth Management first reported a position in FDL in Q4 2019 and has held it in 27 quarters since. 495 funds tracked by Wall St. Rank hold FDL as of Q2 2026.

Total Clarity Wealth Management held 96,794 shares of First Trust Morningstar Dividend Leaders Index Fund worth $4.71M as of Q2 2026.
Total Clarity Wealth Management bought 10,760 First Trust Morningstar Dividend Leaders Index Fund shares in Q2 2026, an estimated $537K.
First Trust Morningstar Dividend Leaders Index Fund made up 0.92% of Total Clarity Wealth Management's portfolio in Q2 2026, its #23 holding.
Total Clarity Wealth Management first reported a position in First Trust Morningstar Dividend Leaders Index Fund in Q4 2019 and has held it in 27 quarters since.
495 funds tracked by Wall St. Rank held First Trust Morningstar Dividend Leaders Index Fund as of Q2 2026.

Based on Total Clarity Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.