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Urban Wealth Management’s First Trust Morningstar Dividend Leaders Index Fund FDL Stock Holding History

Urban Wealth Management’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 		$558K Buy
+11,470
New +$572K 0.49% 44

Other funds holding FDL

Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
RW
Rockport Wealth Fairview Park, Ohio $595M AUM 23.65% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
TPWA
TRUE Private Wealth Advisors Salem, Oregon $1.16B AUM 36.18% 1-Year Est. Return
SEP
Southland Equity Partners Wildwood, Missouri $571M AUM 22.77% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return
BFG
Beacon Financial Group Dallas, Texas $1.1B AUM 21.5% 1-Year Est. Return

Urban Wealth Management's FDL Position: Q2 2026 in Review

Urban Wealth Management opened a new position in First Trust Morningstar Dividend Leaders Index Fund (FDL) in Q2 2026: 11,470 shares worth $558K. The stake represents 0.49% of the portfolio and ranks #44 among its holdings.

224 funds tracked by Wall St. Rank hold FDL as of Q2 2026.

  • Urban Wealth Management held 11,470 shares of First Trust Morningstar Dividend Leaders Index Fund worth $558K as of Q2 2026.
  • First Trust Morningstar Dividend Leaders Index Fund was a new Urban Wealth Management position in Q2 2026.
  • First Trust Morningstar Dividend Leaders Index Fund made up 0.49% of Urban Wealth Management's portfolio in Q2 2026, its #44 holding.
  • 224 funds tracked by Wall St. Rank held First Trust Morningstar Dividend Leaders Index Fund as of Q2 2026.

Based on Urban Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.