GI
FDL icon

GAMMA Investing’s First Trust Morningstar Dividend Leaders Index Fund FDL Stock Holding History

GAMMA Investing’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 		$109K Sell
2,246
-319
-12% -$15.9K ﹤0.01% 1747
2026
Q1 		$130K Hold
2,565
– – 0.01% 1453
2025
Q4 		$114K Hold
2,565
– – 0.01% 1487
2025
Q3 		$111K Hold
2,565
– – 0.01% 1424
2025
Q2 		$107K Hold
2,565
– – 0.01% 1389
2025
Q1 		$111K Hold
2,565
– – 0.01% 1167
2024
Q4 		$103K Hold
2,565
– – 0.01% 1094
2024
Q3 		$108K Hold
2,565
– – 0.01% 950
2024
Q2 		$97.3K Hold
2,565
– – 0.01% 796
2024
Q1 		$98.7K Hold
2,565
– – 0.02% 660
2023
Q4 		$92.6K Buy
+2,565
New +$86.9K 0.03% 579

Other funds holding FDL

SEP
Southland Equity Partners Wildwood, Missouri $571M AUM 22.77% 1-Year Est. Return
BFG
Beacon Financial Group Dallas, Texas $1.1B AUM 21.5% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
MF
Manchester Financial Westlake Village, California $563M AUM 21.72% 1-Year Est. Return
SFWA
Summit Financial Wealth Advisors Lafayette, Louisiana $782M AUM 24.35% 1-Year Est. Return
HPC
Hobart Private Capital Charlotte, North Carolina $583M AUM 21.67% 1-Year Est. Return
NLP
Next Level Private Harrison, New York $511M AUM 30.94% 1-Year Est. Return
KCFA
Key Client Fiduciary Advisors Fairfield, New Jersey $347M AUM 35.3% 1-Year Est. Return
JWCA
J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return
JWA
JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return

GAMMA Investing's FDL Position: Q2 2026 in Review

GAMMA Investing reduced its First Trust Morningstar Dividend Leaders Index Fund (FDL) stake by 12% in Q2 2026, selling an estimated $15.9K and leaving 2,246 shares worth $109K. The position accounts for ﹤0.01% of the portfolio, ranked #1747.

GAMMA Investing first reported a position in FDL in Q4 2023 and has held it in 11 quarters since. The position peaked at $130K in Q1 2026. 101 funds tracked by Wall St. Rank hold FDL as of Q2 2026.

  • GAMMA Investing held 2,246 shares of First Trust Morningstar Dividend Leaders Index Fund worth $109K as of Q2 2026.
  • GAMMA Investing sold 319 First Trust Morningstar Dividend Leaders Index Fund shares in Q2 2026, an estimated $15.9K.
  • First Trust Morningstar Dividend Leaders Index Fund made up ﹤0.01% of GAMMA Investing's portfolio in Q2 2026, its #1747 holding.
  • GAMMA Investing first reported a position in First Trust Morningstar Dividend Leaders Index Fund in Q4 2023 and has held it in 11 quarters since.
  • GAMMA Investing's First Trust Morningstar Dividend Leaders Index Fund position peaked at $130K in Q1 2026.
  • 101 funds tracked by Wall St. Rank held First Trust Morningstar Dividend Leaders Index Fund as of Q2 2026.

Based on GAMMA Investing's 13F filing for Q2 2026, filed 7 Jul 2026.