Wealthspire Advisors (New York)’s First Trust Morningstar Dividend Leaders Index Fund FDL Stock Holding History

Wealthspire Advisors (New York)’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	$336K	Buy	6,617 +52	+0.8%	+$2.54K	﹤0.01%	690
2025 Q4	$291K	Hold	6,565	–	–	﹤0.01%	809
2025 Q3	$285K	Buy	6,565 +565	+9%	+$24.5K	﹤0.01%	693
2025 Q2	$251K	Hold	6,000	–	–	﹤0.01%	716
2025 Q1	$261K	Hold	6,000	–	–	﹤0.01%	674
2024 Q4	$242K	Hold	6,000	–	–	﹤0.01%	697
2024 Q3	$252K	Hold	6,000	–	–	﹤0.01%	662
2024 Q2	$228K	Hold	6,000	–	–	﹤0.01%	595
2024 Q1	$231K	Hold	6,000	–	–	﹤0.01%	565
2023 Q4	$215K	Hold	6,000	–	–	﹤0.01%	599
2023 Q3	$201K	Hold	6,000	–	–	﹤0.01%	565
2023 Q2	$204K	Hold	6,000	–	–	﹤0.01%	525
2023 Q1	$213K	Hold	6,000	–	–	﹤0.01%	494
2022 Q4	$219K	Buy	+6,000	New	+$216K	﹤0.01%	523
2022 Q3	–	Sell	-6,000	Closed	-$211K	–	526
2022 Q2	$211K	Hold	6,000	–	–	﹤0.01%	463
2022 Q1	$225K	Buy	+6,000	New	+$219K	0.01%	396

Other funds holding FDL

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Wealthspire Advisors (New York)'s FDL Position: Q1 2026 in Review

Wealthspire Advisors (New York) increased its First Trust Morningstar Dividend Leaders Index Fund (FDL) stake by 0.79% in Q1 2026, buying an estimated $2.54K and bringing the position to 6,617 shares worth $336K. The position accounts for ﹤0.01% of the portfolio, ranked #690.

Wealthspire Advisors (New York) first reported a position in FDL in Q1 2022 and has held it in 16 quarters since. 503 funds tracked by Wall St. Rank hold FDL as of Q1 2026.

Wealthspire Advisors (New York) held 6,617 shares of First Trust Morningstar Dividend Leaders Index Fund worth $336K as of Q1 2026.
Wealthspire Advisors (New York) bought 52 First Trust Morningstar Dividend Leaders Index Fund shares in Q1 2026, an estimated $2.54K.
First Trust Morningstar Dividend Leaders Index Fund made up ﹤0.01% of Wealthspire Advisors (New York)'s portfolio in Q1 2026, its #690 holding.
Wealthspire Advisors (New York) first reported a position in First Trust Morningstar Dividend Leaders Index Fund in Q1 2022 and has held it in 16 quarters since.
503 funds tracked by Wall St. Rank held First Trust Morningstar Dividend Leaders Index Fund as of Q1 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q1 2026, filed 1 May 2026.