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: Q1 2026 in Review
Twin Peaks Wealth Advisors reduced its First Trust Morningstar Dividend Leaders Index Fund (FDL) stake by 2.1% in Q1 2026, selling an estimated $10.3K and leaving 10,022 shares worth $509K. The position accounts for 0.13% of the portfolio, ranked #111.
Twin Peaks Wealth Advisors first reported a position in FDL in Q1 2024 and has held it in 9 quarters since. The position peaked at $513K in Q4 2025. 501 funds tracked by Wall St. Rank hold FDL as of Q1 2026.
- Twin Peaks Wealth Advisors held 10,022 shares of First Trust Morningstar Dividend Leaders Index Fund worth $509K as of Q1 2026.
- Twin Peaks Wealth Advisors sold 210 First Trust Morningstar Dividend Leaders Index Fund shares in Q1 2026, an estimated $10.3K.
- First Trust Morningstar Dividend Leaders Index Fund made up 0.13% of Twin Peaks Wealth Advisors's portfolio in Q1 2026, its #111 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 9 quarters since.
- Twin Peaks Wealth Advisors's First Trust Morningstar Dividend Leaders Index Fund position peaked at $513K in Q4 2025.
- 501 funds tracked by Wall St. Rank held First Trust Morningstar Dividend Leaders Index Fund as of Q1 2026.
Based on Twin Peaks Wealth Advisors's 13F filing for Q1 2026, filed 8 May 2026.