Wisconsin Wealth Advisors’s First Trust Morningstar Dividend Leaders Index Fund FDL Stock Holding History

Wisconsin Wealth 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	$4.62M	Sell	94,893 -270	-0.3%	-$13.5K	3.96%	3
2026 Q1	$4.83M	Buy	95,163 +1,916	+2%	+$93.6K	4.76%	1
2025 Q4	$4.13M	Sell	93,247 -4,004	-4%	-$174K	4.05%	2
2025 Q3	$4.22M	Sell	97,251 -556	-0.6%	-$24.1K	4.02%	5
2025 Q2	$4.1M	Buy	97,807 +4,484	+5%	+$185K	4.71%	1
2025 Q1	$4.05M	Buy	93,323 +2,841	+3%	+$120K	5.82%	2
2024 Q4	$3.64M	Buy	+90,482	New	+$3.8M	5.37%	3

Other funds holding FDL

TPWA

TRUE Private Wealth Advisors Salem, Oregon $1.16B AUM 36.18% 1-Year Est. Return

SEP

Southland Equity Partners Wildwood, Missouri $571M AUM 22.77% 1-Year Est. Return

BFG

Beacon Financial Group Dallas, Texas $1.1B AUM 21.5% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return

Manchester Financial Westlake Village, California $563M AUM 21.72% 1-Year Est. Return

SFWA

Summit Financial Wealth Advisors Lafayette, Louisiana $782M AUM 24.35% 1-Year Est. Return

HPC

Hobart Private Capital Charlotte, North Carolina $583M AUM 21.67% 1-Year Est. Return

NLP

Next Level Private Harrison, New York $511M AUM 30.94% 1-Year Est. Return

PFA

Perryman Financial Advisory Dallas, Texas $751M AUM

Wisconsin Wealth Advisors's FDL Position: Q2 2026 in Review

Wisconsin Wealth Advisors reduced its First Trust Morningstar Dividend Leaders Index Fund (FDL) stake by 0.28% in Q2 2026, selling an estimated $13.5K and leaving 94,893 shares worth $4.62M. The position accounts for 3.96% of the portfolio, ranked #3.

Wisconsin Wealth Advisors first reported a position in FDL in Q4 2024 and has held it in 7 quarters since. The position peaked at $4.83M in Q1 2026. 142 funds tracked by Wall St. Rank hold FDL as of Q2 2026.

Wisconsin Wealth Advisors held 94,893 shares of First Trust Morningstar Dividend Leaders Index Fund worth $4.62M as of Q2 2026.
Wisconsin Wealth Advisors sold 270 First Trust Morningstar Dividend Leaders Index Fund shares in Q2 2026, an estimated $13.5K.
First Trust Morningstar Dividend Leaders Index Fund made up 3.96% of Wisconsin Wealth Advisors's portfolio in Q2 2026, its #3 holding.
Wisconsin Wealth Advisors first reported a position in First Trust Morningstar Dividend Leaders Index Fund in Q4 2024 and has held it in 7 quarters since.
Wisconsin Wealth Advisors's First Trust Morningstar Dividend Leaders Index Fund position peaked at $4.83M in Q1 2026.
142 funds tracked by Wall St. Rank held First Trust Morningstar Dividend Leaders Index Fund as of Q2 2026.

Based on Wisconsin Wealth Advisors's 13F filing for Q2 2026, filed 7 Jul 2026.