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

Aspire Capital 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	$1.1M	Buy	22,680 +6,130	+37%	+$306K	0.21%	59
2026 Q1	$841K	Buy	16,550 +3,894	+31%	+$190K	0.19%	56
2025 Q4	$561K	Buy	12,656 +5,500	+77%	+$240K	0.13%	68
2025 Q3	$311K	Buy	+7,156	New	+$310K	0.08%	88

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

Aspire Capital Advisors's FDL Position: Q2 2026 in Review

Aspire Capital Advisors increased its First Trust Morningstar Dividend Leaders Index Fund (FDL) stake by 37% in Q2 2026, buying an estimated $306K and bringing the position to 22,680 shares worth $1.1M. The position accounts for 0.21% of the portfolio, ranked #59.

Aspire Capital Advisors first reported a position in FDL in Q3 2025 and has held it in 4 quarters since. 495 funds tracked by Wall St. Rank hold FDL as of Q2 2026.

Aspire Capital Advisors held 22,680 shares of First Trust Morningstar Dividend Leaders Index Fund worth $1.1M as of Q2 2026.
Aspire Capital Advisors bought 6,130 First Trust Morningstar Dividend Leaders Index Fund shares in Q2 2026, an estimated $306K.
First Trust Morningstar Dividend Leaders Index Fund made up 0.21% of Aspire Capital Advisors's portfolio in Q2 2026, its #59 holding.
Aspire Capital Advisors first reported a position in First Trust Morningstar Dividend Leaders Index Fund in Q3 2025 and has held it in 4 quarters since.
495 funds tracked by Wall St. Rank held First Trust Morningstar Dividend Leaders Index Fund as of Q2 2026.

Based on Aspire Capital Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.