United Capital Financial Advisors’s First Trust Morningstar Dividend Leaders Index Fund FDL Stock Holding History

United Capital Financial 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 Q2	$254K	Hold	5,214	–	–	﹤0.01%	1441
2026 Q1	$265K	Buy	+5,214	New	+$255K	﹤0.01%	1417
2020 Q1	–	Sell	-7,204	Closed	-$235K	–	1249
2019 Q4	$235K	Sell	7,204 -1,315	-15%	-$41.9K	﹤0.01%	1238
2019 Q3	$264K	Sell	8,519 -4,504	-35%	-$138K	﹤0.01%	1115
2019 Q2	$399K	Sell	13,023 -402	-3%	-$12.1K	﹤0.01%	1116
2019 Q1	$405K	Hold	13,425	–	–	﹤0.01%	1041
2018 Q4	$366K	Buy	13,425 +775	+6%	+$22.5K	﹤0.01%	1007
2018 Q3	$377K	Sell	12,650 -331	-3%	-$9.74K	﹤0.01%	1030
2018 Q2	$371K	Buy	+12,981	New	+$370K	﹤0.01%	1021
2017 Q4	–	Sell	-16,846	Closed	-$489K	–	1325
2017 Q3	$489K	Sell	16,846 -18,356	-52%	-$521K	﹤0.01%	963
2017 Q2	$990K	Buy	35,202 +16,287	+86%	+$465K	0.01%	767
2017 Q1	$545K	Buy	+18,915	New	+$540K	0.01%	896

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

United Capital Financial Advisors's FDL Position: Q2 2026 in Review

United Capital Financial Advisors held its First Trust Morningstar Dividend Leaders Index Fund (FDL) position steady in Q2 2026 at 5,214 shares worth $254K. The position accounts for ﹤0.01% of the portfolio, ranked #1441.

United Capital Financial Advisors first reported a position in FDL in Q1 2017 and has held it in 12 quarters since. The position peaked at $990K in Q2 2017. 495 funds tracked by Wall St. Rank hold FDL as of Q2 2026.

United Capital Financial Advisors held 5,214 shares of First Trust Morningstar Dividend Leaders Index Fund worth $254K as of Q2 2026.
United Capital Financial Advisors left its First Trust Morningstar Dividend Leaders Index Fund share count unchanged in Q2 2026.
First Trust Morningstar Dividend Leaders Index Fund made up ﹤0.01% of United Capital Financial Advisors's portfolio in Q2 2026, its #1441 holding.
United Capital Financial Advisors first reported a position in First Trust Morningstar Dividend Leaders Index Fund in Q1 2017 and has held it in 12 quarters since.
United Capital Financial Advisors's First Trust Morningstar Dividend Leaders Index Fund position peaked at $990K in Q2 2017.
495 funds tracked by Wall St. Rank held First Trust Morningstar Dividend Leaders Index Fund as of Q2 2026.

Based on United Capital Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.