U.S. Capital Wealth Advisors’s First Trust Morningstar Dividend Leaders Index Fund FDL Stock Holding History

U.S. Capital Wealth Advisors’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	–	Sell	-6,182	Closed	-$274K	–	1035
2025 Q4	$274K	Buy	6,182 +631	+11%	+$27.5K	0.01%	834
2025 Q3	$241K	Buy	5,551 +313	+6%	+$13.6K	0.01%	842
2025 Q2	$219K	Sell	5,238 -53,075	-91%	-$2.19M	0.01%	813
2025 Q1	$2.53M	Buy	+58,313	New	+$2.46M	0.08%	247
2024 Q3	–	Sell	-5,400	Closed	-$205K	–	706
2024 Q2	$205K	Hold	5,400	–	–	0.01%	636
2024 Q1	$208K	Buy	+5,400	New	+$198K	0.01%	639
2023 Q1	–	Sell	-5,576	Closed	-$204K	–	932
2022 Q4	$204K	Buy	+5,576	New	+$201K	0.01%	599
2022 Q2	–	Sell	-5,576	Closed	-$209K	–	689
2022 Q1	$209K	Buy	+5,576	New	+$203K	0.01%	663

Other funds holding FDL

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

U.S. Capital Wealth Advisors's FDL Position: Q1 2026 in Review

U.S. Capital Wealth Advisors sold out of First Trust Morningstar Dividend Leaders Index Fund (FDL) in Q1 2026, closing a stake of 6,182 shares — an estimated $274K sold.

U.S. Capital Wealth Advisors first reported a position in FDL in Q1 2022 and held it in 8 quarters. The position peaked at $2.53M in Q1 2025. 503 funds tracked by Wall St. Rank hold FDL as of Q1 2026.

U.S. Capital Wealth Advisors reported no remaining First Trust Morningstar Dividend Leaders Index Fund position as of Q1 2026 after selling out during the quarter.
U.S. Capital Wealth Advisors sold 6,182 First Trust Morningstar Dividend Leaders Index Fund shares in Q1 2026, an estimated $274K.
U.S. Capital Wealth Advisors first reported a position in First Trust Morningstar Dividend Leaders Index Fund in Q1 2022 and held it in 8 quarters.
U.S. Capital Wealth Advisors's First Trust Morningstar Dividend Leaders Index Fund position peaked at $2.53M in Q1 2025.
503 funds tracked by Wall St. Rank held First Trust Morningstar Dividend Leaders Index Fund as of Q1 2026.

Based on U.S. Capital Wealth Advisors's 13F filing for Q1 2026, filed 7 Apr 2026.