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Foundations Investment Advisors’s First Trust Morningstar Dividend Leaders Index Fund FDL Stock Holding History

Foundations Investment 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 		$2.72M Buy
55,960
+18,150
+48% +$906K 0.03% 348
2026
Q1 		$1.92M Buy
37,810
+21,456
+131% +$1.05M 0.02% 385
2025
Q4 		$725K Buy
16,354
+658
+4% +$28.7K 0.01% 596
2025
Q3 		$681K Sell
15,696
-143
-0.9% -$6.2K 0.01% 572
2025
Q2 		$663K Buy
15,839
+756
+5% +$31.2K 0.01% 517
2025
Q1 		$655K Sell
15,083
-55,666
-79% -$2.35M 0.01% 501
2024
Q4 		$2.85M Sell
70,749
-1,124
-2% -$47.2K 0.06% 239
2024
Q3 		$3.02M Sell
71,873
-563
-0.8% -$22.7K 0.06% 225
2024
Q2 		$2.75M Sell
72,436
-1,027
-1% -$39K 0.07% 210
2024
Q1 		$2.83M Buy
73,463
+1,072
+1% +$39.2K 0.07% 204
2023
Q4 		$2.63M Sell
72,391
-1,624
-2% -$55K 0.07% 201
2023
Q3 		$2.48M Sell
74,015
-3,028
-4% -$105K 0.08% 199
2023
Q2 		$2.62M Sell
77,043
-53,963
-41% -$1.87M 0.09% 157
2023
Q1 		$4.65M Sell
131,006
-2,092
-2% -$76.5K 0.17% 90
2022
Q4 		$4.87M Buy
133,098
+82,473
+163% +$2.97M 0.19% 67
2022
Q3 		$1.63M Buy
+50,625
New +$1.81M 0.07% 115

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

Foundations Investment Advisors's FDL Position: Q2 2026 in Review

Foundations Investment Advisors increased its First Trust Morningstar Dividend Leaders Index Fund (FDL) stake by 48% in Q2 2026, buying an estimated $906K and bringing the position to 55,960 shares worth $2.72M. The position accounts for 0.03% of the portfolio, ranked #348.

Foundations Investment Advisors first reported a position in FDL in Q3 2022 and has held it in 16 quarters since. The position peaked at $4.87M in Q4 2022. 495 funds tracked by Wall St. Rank hold FDL as of Q2 2026.

  • Foundations Investment Advisors held 55,960 shares of First Trust Morningstar Dividend Leaders Index Fund worth $2.72M as of Q2 2026.
  • Foundations Investment Advisors bought 18,150 First Trust Morningstar Dividend Leaders Index Fund shares in Q2 2026, an estimated $906K.
  • First Trust Morningstar Dividend Leaders Index Fund made up 0.03% of Foundations Investment Advisors's portfolio in Q2 2026, its #348 holding.
  • Foundations Investment Advisors first reported a position in First Trust Morningstar Dividend Leaders Index Fund in Q3 2022 and has held it in 16 quarters since.
  • Foundations Investment Advisors's First Trust Morningstar Dividend Leaders Index Fund position peaked at $4.87M in Q4 2022.
  • 495 funds tracked by Wall St. Rank held First Trust Morningstar Dividend Leaders Index Fund as of Q2 2026.

Based on Foundations Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.