WCG Wealth Advisors’s First Trust Morningstar Dividend Leaders Index Fund FDL Stock Holding History
Bought
Maintained
Sold
Other funds holding FDL
WCG Wealth Advisors's FDL Position: Q1 2026 in Review
WCG Wealth Advisors increased its First Trust Morningstar Dividend Leaders Index Fund (FDL) stake by 0.73% in Q1 2026, buying an estimated $5.91K and bringing the position to 16,651 shares worth $846K. The position accounts for 0.02% of the portfolio, ranked #399.
WCG Wealth Advisors first reported a position in FDL in Q4 2025 and has held it in 2 quarters since. 501 funds tracked by Wall St. Rank hold FDL as of Q1 2026.
- WCG Wealth Advisors held 16,651 shares of First Trust Morningstar Dividend Leaders Index Fund worth $846K as of Q1 2026.
- WCG Wealth Advisors bought 121 First Trust Morningstar Dividend Leaders Index Fund shares in Q1 2026, an estimated $5.91K.
- First Trust Morningstar Dividend Leaders Index Fund made up 0.02% of WCG Wealth Advisors's portfolio in Q1 2026, its #399 holding.
- WCG Wealth Advisors first reported a position in First Trust Morningstar Dividend Leaders Index Fund in Q4 2025 and has held it in 2 quarters since.
- 501 funds tracked by Wall St. Rank held First Trust Morningstar Dividend Leaders Index Fund as of Q1 2026.
Based on WCG Wealth Advisors's 13F filing for Q1 2026, filed 12 May 2026.