EP Wealth Advisors’s First Trust Morningstar Dividend Leaders Index Fund FDL Stock Holding History

EP Wealth 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 Q1	$252K	Buy	+4,960	New	+$242K	﹤0.01%	1267

Other funds holding FDL

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

EP Wealth Advisors's FDL Position: Q1 2026 in Review

EP Wealth Advisors opened a new position in First Trust Morningstar Dividend Leaders Index Fund (FDL) in Q1 2026: 4,960 shares worth $252K. The stake represents ﹤0.01% of the portfolio and ranks #1267 among its holdings.

501 funds tracked by Wall St. Rank hold FDL as of Q1 2026.

EP Wealth Advisors held 4,960 shares of First Trust Morningstar Dividend Leaders Index Fund worth $252K as of Q1 2026.
First Trust Morningstar Dividend Leaders Index Fund was a new EP Wealth Advisors position in Q1 2026.
First Trust Morningstar Dividend Leaders Index Fund made up ﹤0.01% of EP Wealth Advisors's portfolio in Q1 2026, its #1267 holding.
501 funds tracked by Wall St. Rank held First Trust Morningstar Dividend Leaders Index Fund as of Q1 2026.

Based on EP Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.