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Atria Investments’s First Trust Morningstar Dividend Leaders Index Fund FDL Stock Holding History

Atria Investments’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 		$1.63M Sell
33,457
-1,798
-5% -$89.7K 0.02% 862
2026
Q1 		$1.79M Buy
35,255
+1,317
+4% +$64.4K 0.02% 761
2025
Q4 		$1.5M Buy
33,938
+5,586
+20% +$243K 0.02% 858
2025
Q3 		$1.23M Sell
28,352
-1,507
-5% -$65.3K 0.01% 941
2025
Q2 		$1.25M Sell
29,859
-5,518
-16% -$228K 0.01% 923
2025
Q1 		$1.54M Sell
35,377
-939
-3% -$39.7K 0.02% 818
2024
Q4 		$1.46M Buy
36,316
+1,119
+3% +$47K 0.02% 811
2024
Q3 		$1.48M Buy
35,197
+558
+2% +$22.5K 0.02% 782
2024
Q2 		$1.31M Sell
34,639
-48,025
-58% -$1.82M 0.02% 807
2024
Q1 		$3.18M Sell
82,664
-37,307
-31% -$1.37M 0.04% 484
2023
Q4 		$4.3M Sell
119,971
-48,564
-29% -$1.65M 0.07% 336
2023
Q3 		$5.64M Buy
168,535
+62,859
+59% +$2.18M 0.1% 251
2023
Q2 		$3.59M Sell
105,676
-95,798
-48% -$3.32M 0.06% 360
2023
Q1 		$7.15M Buy
201,474
+17,990
+10% +$658K 0.14% 179
2022
Q4 		$6.71M Buy
183,484
+4,228
+2% +$152K 0.14% 190
2022
Q3 		$5.76M Buy
179,256
+68,347
+62% +$2.44M 0.13% 198
2022
Q2 		$3.91M Buy
110,909
+71,804
+184% +$2.69M 0.08% 301
2022
Q1 		$1.46M Buy
+39,105
New +$1.43M 0.03% 686
2020
Q1 		– Sell
-17,546
Closed -$572K – 743
2019
Q4 		$572K Buy
17,546
+4,001
+30% +$127K 0.02% 732
2019
Q3 		$420K Buy
13,545
+3,961
+41% +$121K 0.02% 624
2019
Q2 		$284K Sell
9,584
-10,840
-53% -$327K 0.01% 762
2019
Q1 		$616K Buy
20,424
+2,037
+11% +$59.1K 0.03% 476
2018
Q4 		$501K Sell
18,387
-2,110
-10% -$61.3K 0.02% 504
2018
Q3 		$611K Sell
20,497
-47,312
-70% -$1.39M 0.02% 537
2018
Q2 		$1.94M Buy
67,809
+841
+1% +$23.9K 0.09% 236
2018
Q1 		$1.89M Buy
66,968
+5,307
+9% +$156K 0.09% 231
2017
Q4 		$1.85M Buy
61,661
+22,021
+56% +$648K 0.09% 227
2017
Q3 		$1.15M Buy
39,640
+3,954
+11% +$112K 0.06% 281
2017
Q2 		$1M Buy
35,686
+2,319
+7% +$66.2K 0.06% 298
2017
Q1 		$961K Buy
33,367
+6,035
+22% +$172K 0.06% 269
2016
Q4 		$759K Buy
+27,332
New +$741K 0.06% 267

Other funds holding FDL

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Atria Investments's FDL Position: Q2 2026 in Review

Atria Investments reduced its First Trust Morningstar Dividend Leaders Index Fund (FDL) stake by 5.1% in Q2 2026, selling an estimated $89.7K and leaving 33,457 shares worth $1.63M. The position accounts for 0.02% of the portfolio, ranked #862.

Atria Investments first reported a position in FDL in Q4 2016 and has held it in 31 quarters since. The position peaked at $7.15M in Q1 2023. 495 funds tracked by Wall St. Rank hold FDL as of Q2 2026.

  • Atria Investments held 33,457 shares of First Trust Morningstar Dividend Leaders Index Fund worth $1.63M as of Q2 2026.
  • Atria Investments sold 1,798 First Trust Morningstar Dividend Leaders Index Fund shares in Q2 2026, an estimated $89.7K.
  • First Trust Morningstar Dividend Leaders Index Fund made up 0.02% of Atria Investments's portfolio in Q2 2026, its #862 holding.
  • Atria Investments first reported a position in First Trust Morningstar Dividend Leaders Index Fund in Q4 2016 and has held it in 31 quarters since.
  • Atria Investments's First Trust Morningstar Dividend Leaders Index Fund position peaked at $7.15M in Q1 2023.
  • 495 funds tracked by Wall St. Rank held First Trust Morningstar Dividend Leaders Index Fund as of Q2 2026.

Based on Atria Investments's 13F filing for Q2 2026, filed 28 Jul 2026.