Western Wealth Management’s First Trust Morningstar Dividend Leaders Index Fund FDL Stock Holding History

Western Wealth Management's FDL Position: Q2 2026 in Review

Western Wealth Management increased its First Trust Morningstar Dividend Leaders Index Fund (FDL) stake by 6.4% in Q2 2026, buying an estimated $103K and bringing the position to 34,388 shares worth $1.67M. The position accounts for 0.05% of the portfolio, ranked #345.

Western Wealth Management first reported a position in FDL in Q4 2018 and has held it in 30 quarters since. 495 funds tracked by Wall St. Rank hold FDL as of Q2 2026.

• Western Wealth Management held 34,388 shares of First Trust Morningstar Dividend Leaders Index Fund worth $1.67M as of Q2 2026.
• Western Wealth Management bought 2,065 First Trust Morningstar Dividend Leaders Index Fund shares in Q2 2026, an estimated $103K.
• First Trust Morningstar Dividend Leaders Index Fund made up 0.05% of Western Wealth Management's portfolio in Q2 2026, its #345 holding.
• Western Wealth Management first reported a position in First Trust Morningstar Dividend Leaders Index Fund in Q4 2018 and has held it in 30 quarters since.
• 495 funds tracked by Wall St. Rank held First Trust Morningstar Dividend Leaders Index Fund as of Q2 2026.

Based on Western Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.