Garden State Investment Advisory Services’s First Trust Morningstar Dividend Leaders Index Fund FDL Stock Holding History
Bought
Maintained
Sold
Other funds holding FDL
Garden State Investment Advisory Services's FDL Position: Q1 2026 in Review
Garden State Investment Advisory Services increased its First Trust Morningstar Dividend Leaders Index Fund (FDL) stake by 5.8% in Q1 2026, buying an estimated $32.6K and bringing the position to 12,172 shares worth $619K. The position accounts for 0.14% of the portfolio, ranked #129.
Garden State Investment Advisory Services first reported a position in FDL in Q2 2025 and has held it in 4 quarters since. 501 funds tracked by Wall St. Rank hold FDL as of Q1 2026.
- Garden State Investment Advisory Services held 12,172 shares of First Trust Morningstar Dividend Leaders Index Fund worth $619K as of Q1 2026.
- Garden State Investment Advisory Services bought 667 First Trust Morningstar Dividend Leaders Index Fund shares in Q1 2026, an estimated $32.6K.
- First Trust Morningstar Dividend Leaders Index Fund made up 0.14% of Garden State Investment Advisory Services's portfolio in Q1 2026, its #129 holding.
- Garden State Investment Advisory Services first reported a position in First Trust Morningstar Dividend Leaders Index Fund in Q2 2025 and has held it in 4 quarters since.
- 501 funds tracked by Wall St. Rank held First Trust Morningstar Dividend Leaders Index Fund as of Q1 2026.
Based on Garden State Investment Advisory Services's 13F filing for Q1 2026, filed 14 May 2026.