Triumph Capital Management’s First Trust Morningstar Dividend Leaders Index Fund FDL Stock Holding History

Triumph Capital 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	$2.41M	Buy	49,613 +6,634	+15%	+$331K	0.44%	50
2026 Q1	$2.18M	Sell	42,979 -113,077	-72%	-$5.53M	0.44%	49
2025 Q4	$6.92M	Buy	156,056 +5,565	+4%	+$242K	1.5%	13
2025 Q3	$6.53M	Buy	150,491 +102,692	+215%	+$4.45M	1.75%	11
2025 Q2	$2M	Sell	47,799 -9,732	-17%	-$402K	0.6%	33
2025 Q1	$2.5M	Buy	57,531 +32,531	+130%	+$1.37M	0.83%	26
2024 Q4	$1.01M	Buy	+25,000	New	+$1.05M	0.34%	63

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

Triumph Capital Management's FDL Position: Q2 2026 in Review

Triumph Capital Management increased its First Trust Morningstar Dividend Leaders Index Fund (FDL) stake by 15% in Q2 2026, buying an estimated $331K and bringing the position to 49,613 shares worth $2.41M. The position accounts for 0.44% of the portfolio, ranked #50.

Triumph Capital Management first reported a position in FDL in Q4 2024 and has held it in 7 quarters since. The position peaked at $6.92M in Q4 2025. 495 funds tracked by Wall St. Rank hold FDL as of Q2 2026.

Triumph Capital Management held 49,613 shares of First Trust Morningstar Dividend Leaders Index Fund worth $2.41M as of Q2 2026.
Triumph Capital Management bought 6,634 First Trust Morningstar Dividend Leaders Index Fund shares in Q2 2026, an estimated $331K.
First Trust Morningstar Dividend Leaders Index Fund made up 0.44% of Triumph Capital Management's portfolio in Q2 2026, its #50 holding.
Triumph Capital Management first reported a position in First Trust Morningstar Dividend Leaders Index Fund in Q4 2024 and has held it in 7 quarters since.
Triumph Capital Management's First Trust Morningstar Dividend Leaders Index Fund position peaked at $6.92M in Q4 2025.
495 funds tracked by Wall St. Rank held First Trust Morningstar Dividend Leaders Index Fund as of Q2 2026.

Based on Triumph Capital Management's 13F filing for Q2 2026, filed 21 Jul 2026.