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

Custom Index Systems’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	$13.3K	Buy	+273	New	+$13.6K	﹤0.01%	490

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

Custom Index Systems's FDL Position: Q2 2026 in Review

Custom Index Systems opened a new position in First Trust Morningstar Dividend Leaders Index Fund (FDL) in Q2 2026: 273 shares worth $13.3K. The stake represents ﹤0.01% of the portfolio and ranks #490 among its holdings.

494 funds tracked by Wall St. Rank hold FDL as of Q2 2026.

Custom Index Systems held 273 shares of First Trust Morningstar Dividend Leaders Index Fund worth $13.3K as of Q2 2026.
First Trust Morningstar Dividend Leaders Index Fund was a new Custom Index Systems position in Q2 2026.
First Trust Morningstar Dividend Leaders Index Fund made up ﹤0.01% of Custom Index Systems's portfolio in Q2 2026, its #490 holding.
494 funds tracked by Wall St. Rank held First Trust Morningstar Dividend Leaders Index Fund as of Q2 2026.

Based on Custom Index Systems's 13F filing for Q2 2026, filed 14 Aug 2026.