Westside Investment Management’s First Trust Morningstar Dividend Leaders Index Fund FDL Stock Holding History

Westside Investment Management’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	$63.3K	Hold	1,300	–	–	0.01%	526
2026 Q1	$66K	Buy	+1,300	New	+$63.5K	0.01%	500
2025 Q4	–	Sell	-1,300	Closed	-$56.4K	–	1509
2025 Q3	$56.4K	Hold	1,300	–	–	0.01%	509
2025 Q2	$54.4K	Hold	1,300	–	–	0.01%	445
2025 Q1	$56.5K	Hold	1,300	–	–	0.01%	387
2024 Q4	$52.3K	Hold	1,300	–	–	0.01%	398
2024 Q3	$54.5K	Hold	1,300	–	–	0.01%	385
2024 Q2	$49.3K	Hold	1,300	–	–	0.01%	393
2024 Q1	$50K	Buy	1,300 +800	+160%	+$29.3K	0.01%	382
2023 Q4	$17.9K	Hold	500	–	–	﹤0.01%	507
2023 Q3	$16.7K	Hold	500	–	–	﹤0.01%	506
2023 Q2	$17K	Hold	500	–	–	﹤0.01%	509
2023 Q1	$17.8K	Hold	500	–	–	0.01%	506
2022 Q4	$18	Hold	500	–	–	﹤0.01%	538
2022 Q3	$16	Hold	500	–	–	﹤0.01%	534
2022 Q2	$17	Hold	500	–	–	﹤0.01%	529
2022 Q1	$18	Buy	+500	New	+$18.2K	﹤0.01%	532

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

Westside Investment Management's FDL Position: Q2 2026 in Review

Westside Investment Management held its First Trust Morningstar Dividend Leaders Index Fund (FDL) position steady in Q2 2026 at 1,300 shares worth $63.3K. The position accounts for 0.01% of the portfolio, ranked #526.

Westside Investment Management first reported a position in FDL in Q1 2022 and has held it in 17 quarters since. The position peaked at $66K in Q1 2026. 495 funds tracked by Wall St. Rank hold FDL as of Q2 2026.

Westside Investment Management held 1,300 shares of First Trust Morningstar Dividend Leaders Index Fund worth $63.3K as of Q2 2026.
Westside Investment Management left its First Trust Morningstar Dividend Leaders Index Fund share count unchanged in Q2 2026.
First Trust Morningstar Dividend Leaders Index Fund made up 0.01% of Westside Investment Management's portfolio in Q2 2026, its #526 holding.
Westside Investment Management first reported a position in First Trust Morningstar Dividend Leaders Index Fund in Q1 2022 and has held it in 17 quarters since.
Westside Investment Management's First Trust Morningstar Dividend Leaders Index Fund position peaked at $66K in Q1 2026.
495 funds tracked by Wall St. Rank held First Trust Morningstar Dividend Leaders Index Fund as of Q2 2026.

Based on Westside Investment Management's 13F filing for Q2 2026, filed 27 Jul 2026.