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 Q2	$4.93M	Buy	100,897 +69,138	+218%	+$3.45M	2.12%	10
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 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

Turning Point Benefit Group's FDL Position: Q2 2026 in Review

Turning Point Benefit Group increased its First Trust Morningstar Dividend Leaders Index Fund (FDL) stake by 218% in Q2 2026, buying an estimated $3.45M and bringing the position to 100,897 shares worth $4.93M. The position accounts for 2.12% of the portfolio, ranked #10.

Turning Point Benefit Group 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.

Turning Point Benefit Group held 100,897 shares of First Trust Morningstar Dividend Leaders Index Fund worth $4.93M as of Q2 2026.
Turning Point Benefit Group bought 69,138 First Trust Morningstar Dividend Leaders Index Fund shares in Q2 2026, an estimated $3.45M.
First Trust Morningstar Dividend Leaders Index Fund made up 2.12% of Turning Point Benefit Group's portfolio in Q2 2026, its #10 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 7 quarters since.
495 funds tracked by Wall St. Rank held First Trust Morningstar Dividend Leaders Index Fund as of Q2 2026.

Based on Turning Point Benefit Group's 13F filing for Q2 2026, filed 23 Jul 2026.