Envestnet Portfolio Solutions
FDL icon

Envestnet Portfolio Solutions’s First Trust Morningstar Dividend Leaders Index Fund FDL Stock Holding History

Envestnet Portfolio 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
Q2 		$3.13M Buy
64,370
+2,280
+4% +$114K 0.02% 413
2026
Q1 		$3.15M Sell
62,090
-20,248
-25% -$990K 0.02% 373
2025
Q4 		$3.65M Sell
82,338
-9,205
-10% -$401K 0.01% 426
2025
Q3 		$3.97M Sell
91,543
-3,989
-4% -$173K 0.01% 398
2025
Q2 		$4M Sell
95,532
-24,334
-20% -$1M 0.01% 409
2025
Q1 		$5.21M Buy
119,866
+2,442
+2% +$103K 0.02% 353
2024
Q4 		$4.73M Buy
117,424
+7,111
+6% +$298K 0.02% 409
2024
Q3 		$4.63M Sell
110,313
-1,039
-0.9% -$41.9K 0.02% 413
2024
Q2 		$4.22M Sell
111,352
-7,720
-6% -$293K 0.01% 411
2024
Q1 		$4.58M Sell
119,072
-17,213
-13% -$630K 0.02% 400
2023
Q4 		$4.89M Sell
136,285
-2,023
-1% -$68.5K 0.02% 331
2023
Q3 		$4.63M Buy
+138,308
New +$4.79M 0.02% 326

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

Envestnet Portfolio Solutions's FDL Position: Q2 2026 in Review

Envestnet Portfolio Solutions increased its First Trust Morningstar Dividend Leaders Index Fund (FDL) stake by 3.7% in Q2 2026, buying an estimated $114K and bringing the position to 64,370 shares worth $3.13M. The position accounts for 0.02% of the portfolio, ranked #413.

Envestnet Portfolio Solutions first reported a position in FDL in Q3 2023 and has held it in 12 quarters since. The position peaked at $5.21M in Q1 2025. 495 funds tracked by Wall St. Rank hold FDL as of Q2 2026.

  • Envestnet Portfolio Solutions held 64,370 shares of First Trust Morningstar Dividend Leaders Index Fund worth $3.13M as of Q2 2026.
  • Envestnet Portfolio Solutions bought 2,280 First Trust Morningstar Dividend Leaders Index Fund shares in Q2 2026, an estimated $114K.
  • First Trust Morningstar Dividend Leaders Index Fund made up 0.02% of Envestnet Portfolio Solutions's portfolio in Q2 2026, its #413 holding.
  • Envestnet Portfolio Solutions first reported a position in First Trust Morningstar Dividend Leaders Index Fund in Q3 2023 and has held it in 12 quarters since.
  • Envestnet Portfolio Solutions's First Trust Morningstar Dividend Leaders Index Fund position peaked at $5.21M in Q1 2025.
  • 495 funds tracked by Wall St. Rank held First Trust Morningstar Dividend Leaders Index Fund as of Q2 2026.

Based on Envestnet Portfolio Solutions's 13F filing for Q2 2026, filed 20 Jul 2026.