Financial Perspectives’s First Trust Morningstar Dividend Leaders Index Fund FDL Stock Holding History

Financial Perspectives’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	$13.4K	Hold	275	–	–	﹤0.01%	513
2026 Q1	$14K	Hold	275	–	–	﹤0.01%	499
2025 Q4	$12.2K	Hold	275	–	–	﹤0.01%	505
2025 Q3	$11.9K	Hold	275	–	–	﹤0.01%	503
2025 Q2	$11.5K	Hold	275	–	–	﹤0.01%	494
2025 Q1	$11.9K	Hold	275	–	–	﹤0.01%	478
2024 Q4	$11.1K	Hold	275	–	–	﹤0.01%	494
2024 Q3	$11.5K	Hold	275	–	–	﹤0.01%	459
2024 Q2	$10.4K	Hold	275	–	–	﹤0.01%	459
2024 Q1	$10.6K	Hold	275	–	–	﹤0.01%	454
2023 Q4	$9.87K	Hold	275	–	–	﹤0.01%	469
2023 Q3	$9.2K	Hold	275	–	–	﹤0.01%	457
2023 Q2	$9.35K	Hold	275	–	–	﹤0.01%	456
2023 Q1	$9.76K	Hold	275	–	–	﹤0.01%	443
2022 Q4	$10.1K	Hold	275	–	–	0.01%	442
2022 Q3	$8.84K	Hold	275	–	–	0.01%	449
2022 Q2	$9.69K	Hold	275	–	–	0.01%	444
2022 Q1	$10.3K	Hold	275	–	–	﹤0.01%	456
2021 Q4	$9.78K	Hold	275	–	–	﹤0.01%	445
2021 Q3	$9.01K	Hold	275	–	–	﹤0.01%	451
2021 Q2	$9.13K	Buy	+275	New	+$9.34K	﹤0.01%	471

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

Financial Perspectives's FDL Position: Q2 2026 in Review

Financial Perspectives held its First Trust Morningstar Dividend Leaders Index Fund (FDL) position steady in Q2 2026 at 275 shares worth $13.4K. The position accounts for ﹤0.01% of the portfolio, ranked #513.

Financial Perspectives first reported a position in FDL in Q2 2021 and has held it in 21 quarters since. The position peaked at $14K in Q1 2026. 495 funds tracked by Wall St. Rank hold FDL as of Q2 2026.

Financial Perspectives held 275 shares of First Trust Morningstar Dividend Leaders Index Fund worth $13.4K as of Q2 2026.
Financial Perspectives left its First Trust Morningstar Dividend Leaders Index Fund share count unchanged in Q2 2026.
First Trust Morningstar Dividend Leaders Index Fund made up ﹤0.01% of Financial Perspectives's portfolio in Q2 2026, its #513 holding.
Financial Perspectives first reported a position in First Trust Morningstar Dividend Leaders Index Fund in Q2 2021 and has held it in 21 quarters since.
Financial Perspectives's First Trust Morningstar Dividend Leaders Index Fund position peaked at $14K in Q1 2026.
495 funds tracked by Wall St. Rank held First Trust Morningstar Dividend Leaders Index Fund as of Q2 2026.

Based on Financial Perspectives's 13F filing for Q2 2026, filed 24 Jul 2026.