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Dynamic Advisor Solutions’s First Trust Morningstar Dividend Leaders Index Fund FDL Stock Holding History

Dynamic Advisor Solutions’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
Q3 		$761K Buy
+15,497
New +$799K 0.02% 535
2018
Q1 		– Sell
-309,829
Closed -$9.32M – 371
2017
Q4 		$9.32M Buy
+309,829
New +$9.12M 3.05% 1

Other funds holding FDL

IRC
Investors Research Corp Atlanta, Georgia $569M AUM 15.41% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
WWA
Wisconsin Wealth Advisors Sun Prairie, Wisconsin $119M AUM 24.32% 1-Year Est. Return
WIA
Wetzel Investment Advisors Indianapolis, Indiana $290M AUM 16.64% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return
VAG
VisionPoint Advisory Group Dallas, Texas $636M AUM 21.4% 1-Year Est. Return
LWM
Lighthouse Wealth Management Ashland, Ohio $165M AUM 13.81% 1-Year Est. Return

Dynamic Advisor Solutions's FDL Position: Q3 2026 in Review

Dynamic Advisor Solutions opened a new position in First Trust Morningstar Dividend Leaders Index Fund (FDL) in Q3 2026: 15,497 shares worth $761K. The stake represents 0.02% of the portfolio and ranks #535 among its holdings. This is a return to the name: Dynamic Advisor Solutions previously reported a position in FDL as recently as Q4 2017.

Dynamic Advisor Solutions first reported a position in FDL in Q4 2017 and has held it in 2 quarters since. The position peaked at $9.32M in Q4 2017. 36 funds tracked by Wall St. Rank hold FDL as of Q3 2026.

  • Dynamic Advisor Solutions held 15,497 shares of First Trust Morningstar Dividend Leaders Index Fund worth $761K as of Q3 2026.
  • First Trust Morningstar Dividend Leaders Index Fund was a new Dynamic Advisor Solutions position in Q3 2026.
  • First Trust Morningstar Dividend Leaders Index Fund made up 0.02% of Dynamic Advisor Solutions's portfolio in Q3 2026, its #535 holding.
  • Dynamic Advisor Solutions first reported a position in First Trust Morningstar Dividend Leaders Index Fund in Q4 2017 and has held it in 2 quarters since.
  • Dynamic Advisor Solutions's First Trust Morningstar Dividend Leaders Index Fund position peaked at $9.32M in Q4 2017.
  • 36 funds tracked by Wall St. Rank held First Trust Morningstar Dividend Leaders Index Fund as of Q3 2026.

Based on Dynamic Advisor Solutions's 13F filing for Q3 2026, filed 13 Oct 2026.