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 Q3	$2.12M	Sell	43,119 -11,392	-21%	-$587K	0.33%	74
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

IRC

Investors Research Corp Atlanta, Georgia $569M AUM 15.41% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

WWA

Wisconsin Wealth Advisors Sun Prairie, Wisconsin $119M AUM 24.32% 1-Year Est. Return

AWE

Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return

FHC

First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return

RBWA

RFG - Bristol Wealth Advisors Taunton, Massachusetts $420M AUM 17.18% 1-Year Est. Return

Crumly & Associates Springfield, Illinois $563M AUM 13.12% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

WCG

Weaver Consulting Group Huntington Beach, California $514M AUM 11.69% 1-Year Est. Return

SIS

Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return

VisionPoint Advisory Group's FDL Position: Q3 2026 in Review

VisionPoint Advisory Group reduced its First Trust Morningstar Dividend Leaders Index Fund (FDL) stake by 21% in Q3 2026, selling an estimated $587K and leaving 43,119 shares worth $2.12M. The position accounts for 0.33% of the portfolio, ranked #74.

VisionPoint Advisory Group first reported a position in FDL in Q1 2019 and has held it in 8 quarters since. The position peaked at $2.9M in Q2 2026. 20 funds tracked by Wall St. Rank hold FDL as of Q3 2026.

VisionPoint Advisory Group held 43,119 shares of First Trust Morningstar Dividend Leaders Index Fund worth $2.12M as of Q3 2026.
VisionPoint Advisory Group sold 11,392 First Trust Morningstar Dividend Leaders Index Fund shares in Q3 2026, an estimated $587K.
First Trust Morningstar Dividend Leaders Index Fund made up 0.33% of VisionPoint Advisory Group's portfolio in Q3 2026, its #74 holding.
VisionPoint Advisory Group first reported a position in First Trust Morningstar Dividend Leaders Index Fund in Q1 2019 and has held it in 8 quarters since.
VisionPoint Advisory Group's First Trust Morningstar Dividend Leaders Index Fund position peaked at $2.9M in Q2 2026.
20 funds tracked by Wall St. Rank held First Trust Morningstar Dividend Leaders Index Fund as of Q3 2026.

Based on VisionPoint Advisory Group's 13F filing for Q3 2026, filed 9 Oct 2026.