D.E. Shaw & Co’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
$2.07M Buy
42,538
+26,846
+171% +$1.34M ﹤0.01% 3175
2026
Q1
$797K Sell
15,692
-50,679
-76% -$2.48M ﹤0.01% 3586
2025
Q4
$2.94M Buy
66,371
+49,499
+293% +$2.16M ﹤0.01% 2740
2025
Q3
$732K Buy
16,872
+9,176
+119% +$398K ﹤0.01% 3650
2025
Q2
$322K Buy
+7,696
New +$318K ﹤0.01% 3832
2024
Q2
Sell
-110,936
Closed -$4.27M 4592
2024
Q1
$4.27M Buy
110,936
+101,770
+1,110% +$3.73M ﹤0.01% 2006
2023
Q4
$329K Buy
+9,166
New +$311K ﹤0.01% 3707

Other funds holding FDL

D.E. Shaw & Co's FDL Position: Q2 2026 in Review

D.E. Shaw & Co increased its First Trust Morningstar Dividend Leaders Index Fund (FDL) stake by 171% in Q2 2026, buying an estimated $1.34M and bringing the position to 42,538 shares worth $2.07M. The position accounts for ﹤0.01% of the portfolio, ranked #3175.

D.E. Shaw & Co first reported a position in FDL in Q4 2023 and has held it in 7 quarters since. The position peaked at $4.27M in Q1 2024. 495 funds tracked by Wall St. Rank hold FDL as of Q2 2026.

  • D.E. Shaw & Co held 42,538 shares of First Trust Morningstar Dividend Leaders Index Fund worth $2.07M as of Q2 2026.
  • D.E. Shaw & Co bought 26,846 First Trust Morningstar Dividend Leaders Index Fund shares in Q2 2026, an estimated $1.34M.
  • First Trust Morningstar Dividend Leaders Index Fund made up ﹤0.01% of D.E. Shaw & Co's portfolio in Q2 2026, its #3175 holding.
  • D.E. Shaw & Co first reported a position in First Trust Morningstar Dividend Leaders Index Fund in Q4 2023 and has held it in 7 quarters since.
  • D.E. Shaw & Co's First Trust Morningstar Dividend Leaders Index Fund position peaked at $4.27M in Q1 2024.
  • 495 funds tracked by Wall St. Rank held First Trust Morningstar Dividend Leaders Index Fund as of Q2 2026.

Based on D.E. Shaw & Co's 13F filing for Q2 2026, filed 14 Aug 2026.