Farther Finance Advisors’s First Trust Morningstar Dividend Leaders Index Fund FDL Stock Holding History

Farther Finance 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	$6.89M	Sell	141,542 -9,769	-6%	-$487K	0.05%	310
2026 Q1	$7.6M	Buy	151,311 +11,301	+8%	+$552K	0.07%	244
2025 Q4	$6.21M	Buy	140,010 +48,957	+54%	+$2.13M	0.07%	260
2025 Q3	$3.95M	Buy	91,053 +18,857	+26%	+$817K	0.06%	272
2025 Q2	$3.02M	Buy	72,196 +36,954	+105%	+$1.53M	0.06%	263
2025 Q1	$1.52M	Sell	35,242 -4,418	-11%	-$187K	0.04%	363
2024 Q4	$1.6M	Buy	39,660 +18,287	+86%	+$767K	0.06%	256
2024 Q3	$897K	Buy	21,373 +20,373	+2,037%	+$822K	0.03%	382
2024 Q2	$37.9K	Hold	1,000	–	–	﹤0.01%	1528
2024 Q1	$38.4K	Hold	1,000	–	–	﹤0.01%	1273
2023 Q4	$35.9K	Sell	1,000 -10,000	-91%	-$339K	﹤0.01%	1145
2023 Q3	$368K	Hold	11,000	–	–	0.06%	257
2023 Q2	$374K	Sell	11,000 -6,500	-37%	-$225K	0.08%	204
2023 Q1	$621K	Hold	17,500	–	–	0.18%	110
2022 Q4	$640K	Buy	+17,500	New	+$631K	0.25%	83

Other funds holding FDL

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Farther Finance Advisors's FDL Position: Q2 2026 in Review

Farther Finance Advisors reduced its First Trust Morningstar Dividend Leaders Index Fund (FDL) stake by 6.5% in Q2 2026, selling an estimated $487K and leaving 141,542 shares worth $6.89M. The position accounts for 0.05% of the portfolio, ranked #310.

Farther Finance Advisors first reported a position in FDL in Q4 2022 and has held it in 15 quarters since. The position peaked at $7.6M in Q1 2026. 494 funds tracked by Wall St. Rank hold FDL as of Q2 2026.

Farther Finance Advisors held 141,542 shares of First Trust Morningstar Dividend Leaders Index Fund worth $6.89M as of Q2 2026.
Farther Finance Advisors sold 9,769 First Trust Morningstar Dividend Leaders Index Fund shares in Q2 2026, an estimated $487K.
First Trust Morningstar Dividend Leaders Index Fund made up 0.05% of Farther Finance Advisors's portfolio in Q2 2026, its #310 holding.
Farther Finance Advisors first reported a position in First Trust Morningstar Dividend Leaders Index Fund in Q4 2022 and has held it in 15 quarters since.
Farther Finance Advisors's First Trust Morningstar Dividend Leaders Index Fund position peaked at $7.6M in Q1 2026.
494 funds tracked by Wall St. Rank held First Trust Morningstar Dividend Leaders Index Fund as of Q2 2026.

Based on Farther Finance Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.