Coppell Advisory Solutions’s First Trust Morningstar Dividend Leaders Index Fund FDL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$67.6K Buy
+30,481
New +$1.52M 0.01% 455
2026
Q1
Sell
-39,682
Closed -$1.77M 117
2025
Q4
$1.77M Sell
39,682
-13,489
-25% -$587K 0.17% 125
2025
Q3
$2.29M Buy
53,171
+3,879
+8% +$168K 0.24% 85
2025
Q2
$2.02M Sell
49,292
-1,496
-3% -$61.8K 0.24% 85
2025
Q1
$2.09M Buy
50,788
+35,029
+222% +$1.48M 0.29% 71
2024
Q4
$631K Buy
15,759
+1,661
+12% +$69.7K 0.09% 150
2024
Q3
$588K Buy
14,098
+384
+3% +$15.5K 0.09% 155
2024
Q2
$520K Buy
+13,714
New +$520K 0.09% 151
2023
Q4
$2.42M Buy
67,457
+58,474
+651% +$1.98M 0.48% 44
2023
Q3
$328K Sell
8,983
-2,379
-21% -$82.5K 0.11% 132
2023
Q2
$384K Buy
11,362
+249
+2% +$8.63K 0.11% 134
2023
Q1
$391K Buy
11,113
+2,130
+24% +$77.9K 0.13% 137
2022
Q4
$328K Buy
+8,983
New +$324K 0.11% 134

Other funds holding FDL

Coppell Advisory Solutions's FDL Position: Q2 2026 in Review

Coppell Advisory Solutions opened a new position in First Trust Morningstar Dividend Leaders Index Fund (FDL) in Q2 2026: 30,481 shares worth $67.6K. The stake represents 0.01% of the portfolio and ranks #455 among its holdings. This is a return to the name: Coppell Advisory Solutions previously reported a position in FDL as recently as Q4 2025.

Coppell Advisory Solutions first reported a position in FDL in Q4 2022 and has held it in 13 quarters since. The position peaked at $2.42M in Q4 2023. 495 funds tracked by Wall St. Rank hold FDL as of Q2 2026.

  • Coppell Advisory Solutions held 30,481 shares of First Trust Morningstar Dividend Leaders Index Fund worth $67.6K as of Q2 2026.
  • First Trust Morningstar Dividend Leaders Index Fund was a new Coppell Advisory Solutions position in Q2 2026.
  • First Trust Morningstar Dividend Leaders Index Fund made up 0.01% of Coppell Advisory Solutions's portfolio in Q2 2026, its #455 holding.
  • Coppell Advisory Solutions first reported a position in First Trust Morningstar Dividend Leaders Index Fund in Q4 2022 and has held it in 13 quarters since.
  • Coppell Advisory Solutions's First Trust Morningstar Dividend Leaders Index Fund position peaked at $2.42M in Q4 2023.
  • 495 funds tracked by Wall St. Rank held First Trust Morningstar Dividend Leaders Index Fund as of Q2 2026.

Based on Coppell Advisory Solutions's 13F filing for Q2 2026, filed 14 Aug 2026.