Triad Wealth Partners’s First Trust Morningstar Dividend Leaders Index Fund FDL Stock Holding History

Triad Wealth Partners’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	–	Sell	-27,338	Closed	-$1.21M	–	488
2025 Q4	$1.21M	Buy	27,338 +6,358	+30%	+$277K	0.12%	136
2025 Q3	$911K	Buy	20,980 +5,649	+37%	+$245K	0.12%	125
2025 Q2	$642K	Sell	15,331 -676	-4%	-$27.9K	0.13%	122
2025 Q1	$695K	Buy	16,007 +1,512	+10%	+$63.9K	0.22%	79
2024 Q4	$584K	Buy	+14,495	New	+$608K	0.21%	77
2024 Q3	–	Sell	-6,194	Closed	-$235K	–	329
2024 Q2	$235K	Buy	+6,194	New	+$235K	0.12%	81

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 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

Triad Wealth Partners's FDL Position: Q1 2026 in Review

Triad Wealth Partners sold out of First Trust Morningstar Dividend Leaders Index Fund (FDL) in Q1 2026, closing a stake of 27,338 shares — an estimated $1.21M sold.

Triad Wealth Partners first reported a position in FDL in Q2 2024 and held it in 6 quarters. The position peaked at $1.21M in Q4 2025. 504 funds tracked by Wall St. Rank hold FDL as of Q1 2026.

Triad Wealth Partners reported no remaining First Trust Morningstar Dividend Leaders Index Fund position as of Q1 2026 after selling out during the quarter.
Triad Wealth Partners sold 27,338 First Trust Morningstar Dividend Leaders Index Fund shares in Q1 2026, an estimated $1.21M.
Triad Wealth Partners first reported a position in First Trust Morningstar Dividend Leaders Index Fund in Q2 2024 and held it in 6 quarters.
Triad Wealth Partners's First Trust Morningstar Dividend Leaders Index Fund position peaked at $1.21M in Q4 2025.
504 funds tracked by Wall St. Rank held First Trust Morningstar Dividend Leaders Index Fund as of Q1 2026.

Based on Triad Wealth Partners's 13F filing for Q1 2026, filed 16 Apr 2026.