Glen Eagle Advisors’s First Trust Morningstar Dividend Leaders Index Fund FDL Stock Holding History

Glen Eagle 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	$15.8K	Buy	+325	New	+$16.2K	﹤0.01%	626
2025 Q4	–	Sell	-475	Closed	-$20.6K	–	1079
2025 Q3	$20.6K	Buy	+475	New	+$20.6K	﹤0.01%	573
2024 Q2	–	Sell	-325	Closed	-$12.5K	–	1162
2024 Q1	$12.5K	Hold	325	–	–	﹤0.01%	613
2023 Q4	$11.7K	Hold	325	–	–	﹤0.01%	606
2023 Q3	$10.9K	Hold	325	–	–	﹤0.01%	620
2023 Q2	$11.1K	Buy	+325	New	+$11.3K	﹤0.01%	618
2022 Q3	–	Sell	-325	Closed	-$11.4K	–	1106
2022 Q2	$11.4K	Buy	+325	New	+$12.2K	﹤0.01%	596

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

Glen Eagle Advisors's FDL Position: Q2 2026 in Review

Glen Eagle Advisors opened a new position in First Trust Morningstar Dividend Leaders Index Fund (FDL) in Q2 2026: 325 shares worth $15.8K. The stake represents ﹤0.01% of the portfolio and ranks #626 among its holdings. This is a return to the name: Glen Eagle Advisors previously reported a position in FDL as recently as Q3 2025.

Glen Eagle Advisors first reported a position in FDL in Q2 2022 and has held it in 7 quarters since. The position peaked at $20.6K in Q3 2025. 495 funds tracked by Wall St. Rank hold FDL as of Q2 2026.

Glen Eagle Advisors held 325 shares of First Trust Morningstar Dividend Leaders Index Fund worth $15.8K as of Q2 2026.
First Trust Morningstar Dividend Leaders Index Fund was a new Glen Eagle Advisors position in Q2 2026.
First Trust Morningstar Dividend Leaders Index Fund made up ﹤0.01% of Glen Eagle Advisors's portfolio in Q2 2026, its #626 holding.
Glen Eagle Advisors first reported a position in First Trust Morningstar Dividend Leaders Index Fund in Q2 2022 and has held it in 7 quarters since.
Glen Eagle Advisors's First Trust Morningstar Dividend Leaders Index Fund position peaked at $20.6K in Q3 2025.
495 funds tracked by Wall St. Rank held First Trust Morningstar Dividend Leaders Index Fund as of Q2 2026.

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