Twin Peaks Wealth Advisors’s First Trust Morningstar Dividend Leaders Index Fund FDL Stock Holding History
Bought
Maintained
Sold
Other funds holding FDL
Twin Peaks Wealth Advisors's FDL Position: Q2 2026 in Review
Twin Peaks Wealth Advisors increased its First Trust Morningstar Dividend Leaders Index Fund (FDL) stake by 2% in Q2 2026, buying an estimated $9.98K and bringing the position to 10,222 shares worth $497K. The position accounts for 0.11% of the portfolio, ranked #122.
Twin Peaks Wealth Advisors first reported a position in FDL in Q1 2024 and has held it in 10 quarters since. The position peaked at $513K in Q4 2025. 495 funds tracked by Wall St. Rank hold FDL as of Q2 2026.
- Twin Peaks Wealth Advisors held 10,222 shares of First Trust Morningstar Dividend Leaders Index Fund worth $497K as of Q2 2026.
- Twin Peaks Wealth Advisors bought 200 First Trust Morningstar Dividend Leaders Index Fund shares in Q2 2026, an estimated $9.98K.
- First Trust Morningstar Dividend Leaders Index Fund made up 0.11% of Twin Peaks Wealth Advisors's portfolio in Q2 2026, its #122 holding.
- Twin Peaks Wealth Advisors first reported a position in First Trust Morningstar Dividend Leaders Index Fund in Q1 2024 and has held it in 10 quarters since.
- Twin Peaks Wealth Advisors's First Trust Morningstar Dividend Leaders Index Fund position peaked at $513K in Q4 2025.
- 495 funds tracked by Wall St. Rank held First Trust Morningstar Dividend Leaders Index Fund as of Q2 2026.
Based on Twin Peaks Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.