Arax Advisory Partners’s First Trust Morningstar Dividend Leaders Index Fund FDL Stock Holding History

Arax Advisory Partners’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	$9.38M	Buy	192,847 +34,401	+22%	+$1.72M	0.06%	316
2026 Q1	$8.05M	Buy	158,446 +4,974	+3%	+$243K	0.23%	92
2025 Q4	$6.8M	Sell	153,472 -2,980,185	-95%	-$130M	0.2%	99
2025 Q3	$128M	Buy	3,133,657 +2,992,943	+2,127%	+$130M	1.83%	7
2025 Q2	$5.89M	Buy	140,714 +38,437	+38%	+$1.59M	0.27%	76
2025 Q1	$4.44M	Buy	102,277 +10,275	+11%	+$434K	0.29%	65
2024 Q4	$3.7M	Buy	+92,002	New	+$3.86M	0.23%	78
2021 Q4	–	Sell	-535	Closed	-$18K	–	1152
2021 Q3	$18K	Sell	535 -800	-60%	-$26.8K	﹤0.01%	566
2021 Q2	$44K	Buy	+1,335	New	+$45.3K	0.01%	485

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

Arax Advisory Partners's FDL Position: Q2 2026 in Review

Arax Advisory Partners increased its First Trust Morningstar Dividend Leaders Index Fund (FDL) stake by 22% in Q2 2026, buying an estimated $1.72M and bringing the position to 192,847 shares worth $9.38M. The position accounts for 0.06% of the portfolio, ranked #316.

Arax Advisory Partners first reported a position in FDL in Q2 2021 and has held it in 9 quarters since. The position peaked at $128M in Q3 2025. 494 funds tracked by Wall St. Rank hold FDL as of Q2 2026.

Arax Advisory Partners held 192,847 shares of First Trust Morningstar Dividend Leaders Index Fund worth $9.38M as of Q2 2026.
Arax Advisory Partners bought 34,401 First Trust Morningstar Dividend Leaders Index Fund shares in Q2 2026, an estimated $1.72M.
First Trust Morningstar Dividend Leaders Index Fund made up 0.06% of Arax Advisory Partners's portfolio in Q2 2026, its #316 holding.
Arax Advisory Partners first reported a position in First Trust Morningstar Dividend Leaders Index Fund in Q2 2021 and has held it in 9 quarters since.
Arax Advisory Partners's First Trust Morningstar Dividend Leaders Index Fund position peaked at $128M in Q3 2025.
494 funds tracked by Wall St. Rank held First Trust Morningstar Dividend Leaders Index Fund as of Q2 2026.

Based on Arax Advisory Partners's 13F filing for Q2 2026, filed 10 Aug 2026.