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 Q3	$22.9K	Sell	466 -101	-18%	-$5.21K	0.01%	183
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	$9.5K	Hold	248	–	–	0.01%	275
2023 Q4	$8.9K	Buy	+248	New	+$8.4K	0.01%	269

Other funds holding FDL

TRUE Private Wealth Advisors Salem, Oregon $1.18B AUM 28.67% 1-Year Est. Return

SEP

Southland Equity Partners Wildwood, Missouri $583M AUM 16.78% 1-Year Est. Return

Beacon Financial Group Dallas, Texas $1.11B AUM 15.9% 1-Year Est. Return

Center for Wealth Management Advisory Milford, Ohio $161M AUM 25.38% 1-Year Est. Return

Manchester Financial Westlake Village, California $565M AUM 15.04% 1-Year Est. Return

McAdam LLC Philadelphia, Pennsylvania $2.66B AUM 14.82% 1-Year Est. Return

HPC

Hobart Private Capital Charlotte, North Carolina $591M AUM 14.82% 1-Year Est. Return

Summit Financial Wealth Advisors Lafayette, Louisiana $807M AUM 19.93% 1-Year Est. Return

Next Level Private Harrison, New York $520M AUM 19.06% 1-Year Est. Return

Perryman Financial Advisory Dallas, Texas $791M AUM 21.08% 1-Year Est. Return

Aspect Partners's FDL Position: Q3 2026 in Review

Aspect Partners reduced its First Trust Morningstar Dividend Leaders Index Fund (FDL) stake by 18% in Q3 2026, selling an estimated $5.21K and leaving 466 shares worth $22.9K. The position accounts for 0.01% of the portfolio, ranked #183.

Aspect Partners first reported a position in FDL in Q4 2023 and has held it in 5 quarters since. The position peaked at $27.6K in Q2 2026. 136 funds tracked by Wall St. Rank hold FDL as of Q3 2026.

Aspect Partners held 466 shares of First Trust Morningstar Dividend Leaders Index Fund worth $22.9K as of Q3 2026.
Aspect Partners sold 101 First Trust Morningstar Dividend Leaders Index Fund shares in Q3 2026, an estimated $5.21K.
First Trust Morningstar Dividend Leaders Index Fund made up 0.01% of Aspect Partners's portfolio in Q3 2026, its #183 holding.
Aspect Partners first reported a position in First Trust Morningstar Dividend Leaders Index Fund in Q4 2023 and has held it in 5 quarters since.
Aspect Partners's First Trust Morningstar Dividend Leaders Index Fund position peaked at $27.6K in Q2 2026.
136 funds tracked by Wall St. Rank held First Trust Morningstar Dividend Leaders Index Fund as of Q3 2026.

Based on Aspect Partners's 13F filing for Q3 2026, filed 20 Oct 2026.