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DB&C Advisors’s First Trust Morningstar Dividend Leaders Index Fund FDL Stock Holding History

DB&C Advisors’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 		$269K Buy
5,527
+786
+17% +$39.2K 0.29% 57
2026
Q1 		$241K Buy
4,741
+36
+0.8% +$1.76K 0.31% 58
2025
Q4 		$209K Buy
+4,705
New +$205K 0.26% 65

Other funds holding FDL

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

DB&C Advisors's FDL Position: Q2 2026 in Review

DB&C Advisors increased its First Trust Morningstar Dividend Leaders Index Fund (FDL) stake by 17% in Q2 2026, buying an estimated $39.2K and bringing the position to 5,527 shares worth $269K. The position accounts for 0.29% of the portfolio, ranked #57.

DB&C Advisors first reported a position in FDL in Q4 2025 and has held it in 3 quarters since. 495 funds tracked by Wall St. Rank hold FDL as of Q2 2026.

  • DB&C Advisors held 5,527 shares of First Trust Morningstar Dividend Leaders Index Fund worth $269K as of Q2 2026.
  • DB&C Advisors bought 786 First Trust Morningstar Dividend Leaders Index Fund shares in Q2 2026, an estimated $39.2K.
  • First Trust Morningstar Dividend Leaders Index Fund made up 0.29% of DB&C Advisors's portfolio in Q2 2026, its #57 holding.
  • DB&C Advisors first reported a position in First Trust Morningstar Dividend Leaders Index Fund in Q4 2025 and has held it in 3 quarters since.
  • 495 funds tracked by Wall St. Rank held First Trust Morningstar Dividend Leaders Index Fund as of Q2 2026.

Based on DB&C Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.