Wealth Enhancement Advisory Services’s First Trust Morningstar Dividend Leaders Index Fund FDL Stock Holding History

Wealth Enhancement Advisory Services’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	$6.24M	Buy	125,203 +1,758	+1%	+$87.7K	0.01%	884
2026 Q1	$6.22M	Sell	123,445 -45,004	-27%	-$2.2M	0.01%	795
2025 Q4	$7.57M	Buy	168,449 +5,549	+3%	+$242K	0.01%	809
2025 Q3	$7.09M	Buy	162,900 +16,307	+11%	+$707K	0.01%	798
2025 Q2	$6.33M	Buy	146,593 +21,827	+17%	+$901K	0.01%	805
2025 Q1	$5.42M	Buy	124,766 +5,045	+4%	+$213K	0.01%	804
2024 Q4	$4.82M	Buy	119,721 +71,875	+150%	+$3.02M	0.01%	808
2024 Q3	$2.01M	Buy	47,846 +3,530	+8%	+$142K	﹤0.01%	1047
2024 Q2	$1.68M	Sell	44,316 -27,026	-38%	-$1.03M	﹤0.01%	1060
2024 Q1	$2.75M	Sell	71,342 -73,208	-51%	-$2.68M	0.01%	833
2023 Q4	$5.19M	Sell	144,550 -16,320	-10%	-$553K	0.02%	599
2023 Q3	$5.38M	Buy	+160,870	New	+$5.58M	0.02%	562

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

Wealth Enhancement Advisory Services's FDL Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its First Trust Morningstar Dividend Leaders Index Fund (FDL) stake by 1.4% in Q2 2026, buying an estimated $87.7K and bringing the position to 125,203 shares worth $6.24M. The position accounts for 0.01% of the portfolio, ranked #884.

Wealth Enhancement Advisory Services first reported a position in FDL in Q3 2023 and has held it in 12 quarters since. The position peaked at $7.57M in Q4 2025. 495 funds tracked by Wall St. Rank hold FDL as of Q2 2026.

Wealth Enhancement Advisory Services held 125,203 shares of First Trust Morningstar Dividend Leaders Index Fund worth $6.24M as of Q2 2026.
Wealth Enhancement Advisory Services bought 1,758 First Trust Morningstar Dividend Leaders Index Fund shares in Q2 2026, an estimated $87.7K.
First Trust Morningstar Dividend Leaders Index Fund made up 0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #884 holding.
Wealth Enhancement Advisory Services first reported a position in First Trust Morningstar Dividend Leaders Index Fund in Q3 2023 and has held it in 12 quarters since.
Wealth Enhancement Advisory Services's First Trust Morningstar Dividend Leaders Index Fund position peaked at $7.57M in Q4 2025.
495 funds tracked by Wall St. Rank held First Trust Morningstar Dividend Leaders Index Fund as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.