VisionPoint Advisory Group’s First Trust Morningstar Dividend Leaders Index Fund FDL Stock Holding History

VisionPoint Advisory Group’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	$2.9M	Buy	54,511 +5,368	+11%	+$268K	0.47%	53
2026 Q1	$2.71M	Sell	49,143 -12,297	-20%	-$601K	0.51%	47
2025 Q4	$2.72M	Buy	61,440 +19,563	+47%	+$852K	0.53%	50
2025 Q3	$1.82M	Sell	41,877 -122	-0.3%	-$5.29K	0.36%	77
2025 Q2	$1.76M	Buy	+41,999	New	+$1.73M	0.38%	72
2023 Q4	–	Sell	-14	Closed	-$468	–	790
2023 Q3	$468	Buy	+14	New	+$485	﹤0.01%	631
2019 Q2	–	Sell	-32,824	Closed	-$990K	–	130
2019 Q1	$990K	Buy	+32,824	New	+$952K	0.28%	51

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

VisionPoint Advisory Group's FDL Position: Q2 2026 in Review

VisionPoint Advisory Group increased its First Trust Morningstar Dividend Leaders Index Fund (FDL) stake by 11% in Q2 2026, buying an estimated $268K and bringing the position to 54,511 shares worth $2.9M. The position accounts for 0.47% of the portfolio, ranked #53.

VisionPoint Advisory Group first reported a position in FDL in Q1 2019 and has held it in 7 quarters since. 494 funds tracked by Wall St. Rank hold FDL as of Q2 2026.

VisionPoint Advisory Group held 54,511 shares of First Trust Morningstar Dividend Leaders Index Fund worth $2.9M as of Q2 2026.
VisionPoint Advisory Group bought 5,368 First Trust Morningstar Dividend Leaders Index Fund shares in Q2 2026, an estimated $268K.
First Trust Morningstar Dividend Leaders Index Fund made up 0.47% of VisionPoint Advisory Group's portfolio in Q2 2026, its #53 holding.
VisionPoint Advisory Group first reported a position in First Trust Morningstar Dividend Leaders Index Fund in Q1 2019 and has held it in 7 quarters since.
494 funds tracked by Wall St. Rank held First Trust Morningstar Dividend Leaders Index Fund as of Q2 2026.

Based on VisionPoint Advisory Group's 13F filing for Q2 2026, filed 7 Jul 2026.