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 Q3	$6.97M	Buy	141,846 +304	+0.2%	+$15.7K	0.05%	348
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

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

WWA

Wisconsin Wealth Advisors Sun Prairie, Wisconsin $119M AUM 24.32% 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

FHC

First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return

RBWA

RFG - Bristol Wealth Advisors Taunton, Massachusetts $420M AUM 17.18% 1-Year Est. Return

Crumly & Associates Springfield, Illinois $563M AUM 13.12% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

WCG

Weaver Consulting Group Huntington Beach, California $514M AUM 11.69% 1-Year Est. Return

Farther Finance Advisors's FDL Position: Q3 2026 in Review

Farther Finance Advisors increased its First Trust Morningstar Dividend Leaders Index Fund (FDL) stake by 0.21% in Q3 2026, buying an estimated $15.7K and bringing the position to 141,846 shares worth $6.97M. The position accounts for 0.05% of the portfolio, ranked #348.

Farther Finance Advisors first reported a position in FDL in Q4 2022 and has held it in 16 quarters since. The position peaked at $7.6M in Q1 2026. 21 funds tracked by Wall St. Rank hold FDL as of Q3 2026.

Farther Finance Advisors held 141,846 shares of First Trust Morningstar Dividend Leaders Index Fund worth $6.97M as of Q3 2026.
Farther Finance Advisors bought 304 First Trust Morningstar Dividend Leaders Index Fund shares in Q3 2026, an estimated $15.7K.
First Trust Morningstar Dividend Leaders Index Fund made up 0.05% of Farther Finance Advisors's portfolio in Q3 2026, its #348 holding.
Farther Finance Advisors first reported a position in First Trust Morningstar Dividend Leaders Index Fund in Q4 2022 and has held it in 16 quarters since.
Farther Finance Advisors's First Trust Morningstar Dividend Leaders Index Fund position peaked at $7.6M in Q1 2026.
21 funds tracked by Wall St. Rank held First Trust Morningstar Dividend Leaders Index Fund as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.