Ameritas Advisory Services’s First Trust Morningstar Dividend Leaders Index Fund FDL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$4.02M Buy
82,714
+69,976
+549% +$3.49M 0.08% 232
2026
Q1
$647K Buy
12,738
+950
+8% +$46.4K 0.03% 497
2025
Q4
$523K Sell
11,788
-48,149
-80% -$2.1M 0.02% 551
2025
Q3
$2.6M Buy
59,937
+10,741
+22% +$465K 0.17% 116
2025
Q2
$2.06M Sell
49,196
-29,247
-37% -$1.21M 0.11% 186
2025
Q1
$3.26M Buy
78,443
+21,566
+38% +$911K 0.13% 159
2024
Q4
$2.29M Sell
56,877
-798
-1% -$33.5K 0.08% 225
2024
Q3
$2.42M Buy
57,675
+2,331
+4% +$94.1K 0.1% 193
2024
Q2
$2.1M Buy
55,344
+1,696
+3% +$64.3K 0.08% 243
2024
Q1
$2.02M Buy
53,648
+15,785
+42% +$578K 0.08% 230
2023
Q4
$1.37M Sell
37,863
-20,891
-36% -$708K 0.08% 229
2023
Q3
$1.96M Buy
58,754
+10,445
+22% +$362K 0.1% 205
2023
Q2
$1.64M Sell
48,309
-9,961
-17% -$345K 0.21% 107
2023
Q1
$2.07M Sell
58,270
-1,887
-3% -$69K 0.1% 184
2022
Q4
$2.2M Buy
60,157
+24,989
+71% +$901K 0.1% 205
2022
Q3
$1.13M Buy
35,168
+4,842
+16% +$173K 0.07% 257
2022
Q2
$1.07M Sell
30,326
-950
-3% -$35.6K 0.06% 277
2022
Q1
$1.17M Buy
31,276
+1,679
+6% +$61.2K 0.04% 305
2021
Q4
$1.05M Buy
+29,597
New +$1.01M 0.04% 323

Other funds holding FDL

Ameritas Advisory Services's FDL Position: Q2 2026 in Review

Ameritas Advisory Services increased its First Trust Morningstar Dividend Leaders Index Fund (FDL) stake by 549% in Q2 2026, buying an estimated $3.49M and bringing the position to 82,714 shares worth $4.02M. The position accounts for 0.08% of the portfolio, ranked #232.

Ameritas Advisory Services first reported a position in FDL in Q4 2021 and has held it in 19 quarters since. 495 funds tracked by Wall St. Rank hold FDL as of Q2 2026.

  • Ameritas Advisory Services held 82,714 shares of First Trust Morningstar Dividend Leaders Index Fund worth $4.02M as of Q2 2026.
  • Ameritas Advisory Services bought 69,976 First Trust Morningstar Dividend Leaders Index Fund shares in Q2 2026, an estimated $3.49M.
  • First Trust Morningstar Dividend Leaders Index Fund made up 0.08% of Ameritas Advisory Services's portfolio in Q2 2026, its #232 holding.
  • Ameritas Advisory Services first reported a position in First Trust Morningstar Dividend Leaders Index Fund in Q4 2021 and has held it in 19 quarters since.
  • 495 funds tracked by Wall St. Rank held First Trust Morningstar Dividend Leaders Index Fund as of Q2 2026.

Based on Ameritas Advisory Services's 13F filing for Q2 2026, filed 14 Aug 2026.