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 Q2	–	Sell	-800	Closed	-$40.6K	–	5435
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 $1.89T 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

Barclays's FDL Position: Q2 2026 in Review

Barclays sold out of First Trust Morningstar Dividend Leaders Index Fund (FDL) in Q2 2026, closing a stake of 800 shares — an estimated $40.6K sold.

Barclays first reported a position in FDL in Q1 2021 and held it in 3 quarters. The position peaked at $2.63M in Q2 2021. 495 funds tracked by Wall St. Rank hold FDL as of Q2 2026.

Barclays reported no remaining First Trust Morningstar Dividend Leaders Index Fund position as of Q2 2026 after selling out during the quarter.
Barclays sold 800 First Trust Morningstar Dividend Leaders Index Fund shares in Q2 2026, an estimated $40.6K.
Barclays first reported a position in First Trust Morningstar Dividend Leaders Index Fund in Q1 2021 and held it in 3 quarters.
Barclays's First Trust Morningstar Dividend Leaders Index Fund position peaked at $2.63M in Q2 2021.
495 funds tracked by Wall St. Rank held First Trust Morningstar Dividend Leaders Index Fund as of Q2 2026.

Based on Barclays's 13F filing for Q2 2026, filed 14 Aug 2026.