Fortis Capital Advisors’s First Trust Morningstar Dividend Leaders Index Fund FDL Stock Holding History

Fortis Capital 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	$321K	Buy	6,603 +22	+0.3%	+$1.1K	0.04%	313
2026 Q1	$334K	Buy	+6,581	New	+$322K	0.04%	284
2023 Q2	–	Sell	-1,000	Closed	-$35.5K	–	287
2023 Q1	$35.5K	Sell	1,000 -1,500	-60%	-$54.9K	0.02%	331
2022 Q4	$91.4K	Buy	+2,500	New	+$90.1K	0.05%	229

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

Fortis Capital Advisors's FDL Position: Q2 2026 in Review

Fortis Capital Advisors increased its First Trust Morningstar Dividend Leaders Index Fund (FDL) stake by 0.33% in Q2 2026, buying an estimated $1.1K and bringing the position to 6,603 shares worth $321K. The position accounts for 0.04% of the portfolio, ranked #313.

Fortis Capital Advisors first reported a position in FDL in Q4 2022 and has held it in 4 quarters since. The position peaked at $334K in Q1 2026. 495 funds tracked by Wall St. Rank hold FDL as of Q2 2026.

Fortis Capital Advisors held 6,603 shares of First Trust Morningstar Dividend Leaders Index Fund worth $321K as of Q2 2026.
Fortis Capital Advisors bought 22 First Trust Morningstar Dividend Leaders Index Fund shares in Q2 2026, an estimated $1.1K.
First Trust Morningstar Dividend Leaders Index Fund made up 0.04% of Fortis Capital Advisors's portfolio in Q2 2026, its #313 holding.
Fortis Capital Advisors first reported a position in First Trust Morningstar Dividend Leaders Index Fund in Q4 2022 and has held it in 4 quarters since.
Fortis Capital Advisors's First Trust Morningstar Dividend Leaders Index Fund position peaked at $334K in Q1 2026.
495 funds tracked by Wall St. Rank held First Trust Morningstar Dividend Leaders Index Fund as of Q2 2026.

Based on Fortis Capital Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.