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Turning Point Benefit Group’s First Trust Morningstar Dividend Leaders Index Fund FDL Stock Holding History

Turning Point Benefit Group’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 		$1.6M Sell
31,759
-39,570
-55% -$1.93M 1.02% 19
2025
Q4 		$3.16M Buy
71,329
+16,434
+30% +$716K 1.65% 14
2025
Q3 		$2.41M Buy
54,895
+33,421
+156% +$1.45M 1.45% 15
2025
Q2 		$899K Buy
21,474
+6,487
+43% +$268K 0.68% 28
2025
Q1 		$584K Buy
14,987
+6,390
+74% +$270K 0.55% 26
2024
Q4 		$344K Buy
+8,597
New +$361K 0.33% 43

Other funds holding FDL

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Turning Point Benefit Group's FDL Position: Q1 2026 in Review

Turning Point Benefit Group reduced its First Trust Morningstar Dividend Leaders Index Fund (FDL) stake by 55% in Q1 2026, selling an estimated $1.93M and leaving 31,759 shares worth $1.6M. The position accounts for 1.02% of the portfolio, ranked #19.

Turning Point Benefit Group first reported a position in FDL in Q4 2024 and has held it in 6 quarters since. The position peaked at $3.16M in Q4 2025. 501 funds tracked by Wall St. Rank hold FDL as of Q1 2026.

  • Turning Point Benefit Group held 31,759 shares of First Trust Morningstar Dividend Leaders Index Fund worth $1.6M as of Q1 2026.
  • Turning Point Benefit Group sold 39,570 First Trust Morningstar Dividend Leaders Index Fund shares in Q1 2026, an estimated $1.93M.
  • First Trust Morningstar Dividend Leaders Index Fund made up 1.02% of Turning Point Benefit Group's portfolio in Q1 2026, its #19 holding.
  • Turning Point Benefit Group first reported a position in First Trust Morningstar Dividend Leaders Index Fund in Q4 2024 and has held it in 6 quarters since.
  • Turning Point Benefit Group's First Trust Morningstar Dividend Leaders Index Fund position peaked at $3.16M in Q4 2025.
  • 501 funds tracked by Wall St. Rank held First Trust Morningstar Dividend Leaders Index Fund as of Q1 2026.

Based on Turning Point Benefit Group's 13F filing for Q1 2026, filed 12 May 2026.