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Wealth Watch Advisors’s First Trust Morningstar Dividend Leaders Index Fund FDL Stock Holding History

Wealth Watch Advisors’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
Q1 		– Sell
-429
Closed -$19K – 379
2025
Q4 		$19K Sell
429
-6
-1% -$261 0.01% 336
2025
Q3 		$18.9K Buy
+435
New +$18.8K 0.01% 313

Other funds holding FDL

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Wealth Watch Advisors's FDL Position: Q1 2026 in Review

Wealth Watch Advisors sold out of First Trust Morningstar Dividend Leaders Index Fund (FDL) in Q1 2026, closing a stake of 429 shares — an estimated $19K sold.

Wealth Watch Advisors first reported a position in FDL in Q3 2025 and held it in 2 quarters. The position peaked at $19K in Q4 2025. 501 funds tracked by Wall St. Rank hold FDL as of Q1 2026.

  • Wealth Watch Advisors reported no remaining First Trust Morningstar Dividend Leaders Index Fund position as of Q1 2026 after selling out during the quarter.
  • Wealth Watch Advisors sold 429 First Trust Morningstar Dividend Leaders Index Fund shares in Q1 2026, an estimated $19K.
  • Wealth Watch Advisors first reported a position in First Trust Morningstar Dividend Leaders Index Fund in Q3 2025 and held it in 2 quarters.
  • Wealth Watch Advisors's First Trust Morningstar Dividend Leaders Index Fund position peaked at $19K in Q4 2025.
  • 501 funds tracked by Wall St. Rank held First Trust Morningstar Dividend Leaders Index Fund as of Q1 2026.

Based on Wealth Watch Advisors's 13F filing for Q1 2026, filed 15 May 2026.