FIT
FDL icon

Financially in Tune’s First Trust Morningstar Dividend Leaders Index Fund FDL Stock Holding History

Financially in Tune’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 		$269K Hold
5,301
– – 0.23% 57
2025
Q4 		$235K Buy
+5,301
New +$231K 0.22% 63

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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 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

Financially in Tune's FDL Position: Q1 2026 in Review

Financially in Tune held its First Trust Morningstar Dividend Leaders Index Fund (FDL) position steady in Q1 2026 at 5,301 shares worth $269K. The position accounts for 0.23% of the portfolio, ranked #57.

Financially in Tune first reported a position in FDL in Q4 2025 and has held it in 2 quarters since. 503 funds tracked by Wall St. Rank hold FDL as of Q1 2026.

  • Financially in Tune held 5,301 shares of First Trust Morningstar Dividend Leaders Index Fund worth $269K as of Q1 2026.
  • Financially in Tune left its First Trust Morningstar Dividend Leaders Index Fund share count unchanged in Q1 2026.
  • First Trust Morningstar Dividend Leaders Index Fund made up 0.23% of Financially in Tune's portfolio in Q1 2026, its #57 holding.
  • Financially in Tune first reported a position in First Trust Morningstar Dividend Leaders Index Fund in Q4 2025 and has held it in 2 quarters since.
  • 503 funds tracked by Wall St. Rank held First Trust Morningstar Dividend Leaders Index Fund as of Q1 2026.

Based on Financially in Tune's 13F filing for Q1 2026, filed 22 Apr 2026.