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

Cliff Asness’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	$343K	Buy	7,048 +541	+8%	+$27K	﹤0.01%	3569
2026 Q1	$331K	Buy	+6,507	New	+$318K	﹤0.01%	3358
2025 Q1	–	Sell	-5,659	Closed	-$228K	–	3163
2024 Q4	$228K	Buy	+5,659	New	+$238K	﹤0.01%	2622

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

Cliff Asness's FDL Position: Q2 2026 in Review

Cliff Asness increased its First Trust Morningstar Dividend Leaders Index Fund (FDL) stake by 8.3% in Q2 2026, buying an estimated $27K and bringing the position to 7,048 shares worth $343K. The position accounts for ﹤0.01% of the portfolio, ranked #3569.

Cliff Asness first reported a position in FDL in Q4 2024 and has held it in 3 quarters since. 494 funds tracked by Wall St. Rank hold FDL as of Q2 2026.

Cliff Asness held 7,048 shares of First Trust Morningstar Dividend Leaders Index Fund worth $343K as of Q2 2026.
Cliff Asness bought 541 First Trust Morningstar Dividend Leaders Index Fund shares in Q2 2026, an estimated $27K.
First Trust Morningstar Dividend Leaders Index Fund made up ﹤0.01% of Cliff Asness's portfolio in Q2 2026, its #3569 holding.
Cliff Asness first reported a position in First Trust Morningstar Dividend Leaders Index Fund in Q4 2024 and has held it in 3 quarters since.
494 funds tracked by Wall St. Rank held First Trust Morningstar Dividend Leaders Index Fund as of Q2 2026.

Based on AQR Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.