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 Q3	$2.83M	Sell	57,538 -2,722	-5%	-$140K	0.97%	25
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

IRC

Investors Research Corp Atlanta, Georgia $569M AUM 15.41% 1-Year Est. Return

AWM

Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

WWA

Wisconsin Wealth Advisors Sun Prairie, Wisconsin $119M AUM 24.32% 1-Year Est. Return

IFG

Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return

AWE

Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return

VAG

VisionPoint Advisory Group Dallas, Texas $636M AUM 21.4% 1-Year Est. Return

LWM

Lighthouse Wealth Management Ashland, Ohio $165M AUM 13.81% 1-Year Est. Return

1WM

1900 Wealth Management San Antonio, Texas $1.84B AUM 13.16% 1-Year Est. Return

Wetzel Investment Advisors's FDL Position: Q3 2026 in Review

Wetzel Investment Advisors reduced its First Trust Morningstar Dividend Leaders Index Fund (FDL) stake by 4.5% in Q3 2026, selling an estimated $140K and leaving 57,538 shares worth $2.83M. The position accounts for 0.97% of the portfolio, ranked #25.

Wetzel Investment Advisors first reported a position in FDL in Q4 2023 and has held it in 12 quarters since. The position peaked at $4.68M in Q3 2024. 36 funds tracked by Wall St. Rank hold FDL as of Q3 2026.

Wetzel Investment Advisors held 57,538 shares of First Trust Morningstar Dividend Leaders Index Fund worth $2.83M as of Q3 2026.
Wetzel Investment Advisors sold 2,722 First Trust Morningstar Dividend Leaders Index Fund shares in Q3 2026, an estimated $140K.
First Trust Morningstar Dividend Leaders Index Fund made up 0.97% of Wetzel Investment Advisors's portfolio in Q3 2026, its #25 holding.
Wetzel Investment Advisors first reported a position in First Trust Morningstar Dividend Leaders Index Fund in Q4 2023 and has held it in 12 quarters since.
Wetzel Investment Advisors's First Trust Morningstar Dividend Leaders Index Fund position peaked at $4.68M in Q3 2024.
36 funds tracked by Wall St. Rank held First Trust Morningstar Dividend Leaders Index Fund as of Q3 2026.

Based on Wetzel Investment Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.