GI
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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
Q3 		$110K Hold
2,246
– – ﹤0.01% 1816
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

IRC
Investors Research Corp Atlanta, Georgia $569M AUM 15.41% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
WWA
Wisconsin Wealth Advisors Sun Prairie, Wisconsin $119M AUM 24.32% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return
VAG
VisionPoint Advisory Group Dallas, Texas $636M AUM 21.4% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return
RBWA
RFG - Bristol Wealth Advisors Taunton, Massachusetts $420M AUM 17.18% 1-Year Est. Return
CA
Crumly & Associates Springfield, Illinois $563M AUM 13.12% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
WCG
Weaver Consulting Group Huntington Beach, California $514M AUM 11.69% 1-Year Est. Return

GAMMA Investing's FDL Position: Q3 2026 in Review

GAMMA Investing held its First Trust Morningstar Dividend Leaders Index Fund (FDL) position steady in Q3 2026 at 2,246 shares worth $110K. The position accounts for ﹤0.01% of the portfolio, ranked #1816.

GAMMA Investing first reported a position in FDL in Q4 2023 and has held it in 12 quarters since. The position peaked at $130K in Q1 2026. 20 funds tracked by Wall St. Rank hold FDL as of Q3 2026.

  • GAMMA Investing held 2,246 shares of First Trust Morningstar Dividend Leaders Index Fund worth $110K as of Q3 2026.
  • GAMMA Investing left its First Trust Morningstar Dividend Leaders Index Fund share count unchanged in Q3 2026.
  • First Trust Morningstar Dividend Leaders Index Fund made up ﹤0.01% of GAMMA Investing's portfolio in Q3 2026, its #1816 holding.
  • GAMMA Investing first reported a position in First Trust Morningstar Dividend Leaders Index Fund in Q4 2023 and has held it in 12 quarters since.
  • GAMMA Investing's First Trust Morningstar Dividend Leaders Index Fund position peaked at $130K in Q1 2026.
  • 20 funds tracked by Wall St. Rank held First Trust Morningstar Dividend Leaders Index Fund as of Q3 2026.

Based on GAMMA Investing's 13F filing for Q3 2026, filed 8 Oct 2026.