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

Barclays’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 Q1	$40.6K	Buy	+800	New	+$39.1K	﹤0.01%	4394
2021 Q3	–	Sell	-79,318	Closed	-$2.63M	–	4819
2021 Q2	$2.63M	Buy	79,318 +67,420	+567%	+$2.29M	﹤0.01%	2009
2021 Q1	$389K	Buy	+11,898	New	+$369K	﹤0.01%	3334

Other funds holding FDL

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Barclays's FDL Position: Q1 2026 in Review

Barclays opened a new position in First Trust Morningstar Dividend Leaders Index Fund (FDL) in Q1 2026: 800 shares worth $40.6K. The stake represents ﹤0.01% of the portfolio and ranks #4394 among its holdings. This is a return to the name: Barclays previously reported a position in FDL as recently as Q2 2021.

Barclays first reported a position in FDL in Q1 2021 and has held it in 3 quarters since. The position peaked at $2.63M in Q2 2021. 503 funds tracked by Wall St. Rank hold FDL as of Q1 2026.

Barclays held 800 shares of First Trust Morningstar Dividend Leaders Index Fund worth $40.6K as of Q1 2026.
First Trust Morningstar Dividend Leaders Index Fund was a new Barclays position in Q1 2026.
First Trust Morningstar Dividend Leaders Index Fund made up ﹤0.01% of Barclays's portfolio in Q1 2026, its #4394 holding.
Barclays first reported a position in First Trust Morningstar Dividend Leaders Index Fund in Q1 2021 and has held it in 3 quarters since.
Barclays's First Trust Morningstar Dividend Leaders Index Fund position peaked at $2.63M in Q2 2021.
503 funds tracked by Wall St. Rank held First Trust Morningstar Dividend Leaders Index Fund as of Q1 2026.

Based on Barclays's 13F filing for Q1 2026, filed 15 May 2026.