Wetzel Investment Advisors’s First Trust Morningstar Dividend Leaders Index Fund FDL Stock Holding History

Wetzel Investment 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 Q2	$2.93M	Sell	60,260 -1,987	-3%	-$99.2K	1.02%	23
2026 Q1	$3.16M	Sell	62,247 -1,069	-2%	-$52.2K	1.26%	21
2025 Q4	$2.81M	Sell	63,316 -398	-0.6%	-$17.3K	1.14%	22
2025 Q3	$2.77M	Sell	63,714 -1,214	-2%	-$52.6K	1.18%	22
2025 Q2	$2.72M	Sell	64,928 -38,811	-37%	-$1.6M	1.24%	21
2025 Q1	$4.51M	Sell	103,739 -4,585	-4%	-$194K	2.27%	13
2024 Q4	$4.39M	Sell	108,324 -3,278	-3%	-$138K	2.18%	12
2024 Q3	$4.68M	Sell	111,602 -5,001	-4%	-$202K	2.35%	12
2024 Q2	$4.49M	Buy	116,603 +191	+0.2%	+$7.25K	2.57%	7
2024 Q1	$4.26M	Buy	116,412 +3,119	+3%	+$114K	2.51%	7
2023 Q4	$4.07M	Buy	+113,293	New	+$3.84M	2.5%	7

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

Wetzel Investment Advisors's FDL Position: Q2 2026 in Review

Wetzel Investment Advisors reduced its First Trust Morningstar Dividend Leaders Index Fund (FDL) stake by 3.2% in Q2 2026, selling an estimated $99.2K and leaving 60,260 shares worth $2.93M. The position accounts for 1.02% of the portfolio, ranked #23.

Wetzel Investment Advisors first reported a position in FDL in Q4 2023 and has held it in 11 quarters since. The position peaked at $4.68M in Q3 2024. 495 funds tracked by Wall St. Rank hold FDL as of Q2 2026.

Wetzel Investment Advisors held 60,260 shares of First Trust Morningstar Dividend Leaders Index Fund worth $2.93M as of Q2 2026.
Wetzel Investment Advisors sold 1,987 First Trust Morningstar Dividend Leaders Index Fund shares in Q2 2026, an estimated $99.2K.
First Trust Morningstar Dividend Leaders Index Fund made up 1.02% of Wetzel Investment Advisors's portfolio in Q2 2026, its #23 holding.
Wetzel Investment Advisors first reported a position in First Trust Morningstar Dividend Leaders Index Fund in Q4 2023 and has held it in 11 quarters since.
Wetzel Investment Advisors's First Trust Morningstar Dividend Leaders Index Fund position peaked at $4.68M in Q3 2024.
495 funds tracked by Wall St. Rank held First Trust Morningstar Dividend Leaders Index Fund as of Q2 2026.

Based on Wetzel Investment Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.