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

Ancora 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	$399K	Sell	8,195 -1,070	-12%	-$53.4K	0.01%	581
2026 Q1	$471K	Hold	9,265	–	–	0.01%	537
2025 Q4	$411K	Hold	9,265	–	–	0.01%	586
2025 Q3	$402K	Hold	9,265	–	–	0.01%	589
2025 Q2	$388K	Buy	9,265 +250	+3%	+$10.3K	0.01%	585
2025 Q1	$392K	Hold	9,015	–	–	0.01%	569
2024 Q4	$363K	Hold	9,015	–	–	0.01%	584
2024 Q3	$378K	Hold	9,015	–	–	0.01%	560
2024 Q2	$342K	Hold	9,015	–	–	0.01%	564
2024 Q1	$347K	Sell	9,015 -207	-2%	-$7.58K	0.01%	563
2023 Q4	$331K	Hold	9,222	–	–	0.01%	575
2023 Q3	$308K	Hold	9,222	–	–	0.01%	574
2023 Q2	$314K	Sell	9,222 -1,061	-10%	-$36.8K	0.01%	554
2023 Q1	$365K	Hold	10,283	–	–	0.01%	525
2022 Q4	$376K	Hold	10,283	–	–	0.01%	537
2022 Q3	$330K	Sell	10,283 -615	-6%	-$22K	0.01%	602
2022 Q2	$384K	Hold	10,898	–	–	0.01%	588
2022 Q1	$408K	Hold	10,898	–	–	0.01%	596
2021 Q4	$388K	Hold	10,898	–	–	0.01%	613
2021 Q3	$357K	Hold	10,898	–	–	0.01%	627
2021 Q2	$362K	Sell	10,898 -1,389	-11%	-$47.2K	0.01%	619
2021 Q1	$402K	Hold	12,287	–	–	0.01%	570
2020 Q4	$364K	Sell	12,287 -2,220	-15%	-$62.7K	0.01%	525
2020 Q3	$378K	Hold	14,507	–	–	0.02%	485
2020 Q2	$368K	Hold	14,507	–	–	0.02%	483
2020 Q1	$324K	Sell	14,507 -1,413	-9%	-$40.7K	0.02%	542
2019 Q4	$519K	Sell	15,920 -260	-2%	-$8.27K	0.02%	489
2019 Q3	$502K	Buy	+16,180	New	+$495K	0.02%	459

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

Ancora Advisors's FDL Position: Q2 2026 in Review

Ancora Advisors reduced its First Trust Morningstar Dividend Leaders Index Fund (FDL) stake by 12% in Q2 2026, selling an estimated $53.4K and leaving 8,195 shares worth $399K. The position accounts for 0.01% of the portfolio, ranked #581.

Ancora Advisors first reported a position in FDL in Q3 2019 and has held it in 28 quarters since. The position peaked at $519K in Q4 2019. 495 funds tracked by Wall St. Rank hold FDL as of Q2 2026.

Ancora Advisors held 8,195 shares of First Trust Morningstar Dividend Leaders Index Fund worth $399K as of Q2 2026.
Ancora Advisors sold 1,070 First Trust Morningstar Dividend Leaders Index Fund shares in Q2 2026, an estimated $53.4K.
First Trust Morningstar Dividend Leaders Index Fund made up 0.01% of Ancora Advisors's portfolio in Q2 2026, its #581 holding.
Ancora Advisors first reported a position in First Trust Morningstar Dividend Leaders Index Fund in Q3 2019 and has held it in 28 quarters since.
Ancora Advisors's First Trust Morningstar Dividend Leaders Index Fund position peaked at $519K in Q4 2019.
495 funds tracked by Wall St. Rank held First Trust Morningstar Dividend Leaders Index Fund as of Q2 2026.

Based on Ancora Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.