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

Aspect 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 		$27.6K Buy
+567
New +$28.3K 0.01% 175
2024
Q3 		– Sell
-248
Closed -$9.41K – 567
2024
Q2 		$9.41K Hold
248
– – 0.01% 276
2024
Q1 		$9.54K Hold
248
– – 0.01% 275
2023
Q4 		$8.9K Buy
+248
New +$8.4K 0.01% 269

Other funds holding FDL

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
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 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
KCFA
Key Client Fiduciary Advisors Fairfield, New Jersey $347M AUM 35.3% 1-Year Est. Return
JWA
JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return
IRC
Investors Research Corp Atlanta, Georgia $559M AUM 21.55% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

Aspect Partners's FDL Position: Q2 2026 in Review

Aspect Partners opened a new position in First Trust Morningstar Dividend Leaders Index Fund (FDL) in Q2 2026: 567 shares worth $27.6K. The stake represents 0.01% of the portfolio and ranks #175 among its holdings. This is a return to the name: Aspect Partners previously reported a position in FDL as recently as Q2 2024.

Aspect Partners first reported a position in FDL in Q4 2023 and has held it in 4 quarters since. 63 funds tracked by Wall St. Rank hold FDL as of Q2 2026.

  • Aspect Partners held 567 shares of First Trust Morningstar Dividend Leaders Index Fund worth $27.6K as of Q2 2026.
  • First Trust Morningstar Dividend Leaders Index Fund was a new Aspect Partners position in Q2 2026.
  • First Trust Morningstar Dividend Leaders Index Fund made up 0.01% of Aspect Partners's portfolio in Q2 2026, its #175 holding.
  • Aspect Partners first reported a position in First Trust Morningstar Dividend Leaders Index Fund in Q4 2023 and has held it in 4 quarters since.
  • 63 funds tracked by Wall St. Rank held First Trust Morningstar Dividend Leaders Index Fund as of Q2 2026.

Based on Aspect Partners's 13F filing for Q2 2026, filed 16 Jul 2026.