GoalVest Advisory’s First Trust Morningstar Dividend Leaders Index Fund FDL Stock Holding History
Bought
Maintained
Sold
Other funds holding FDL
GoalVest Advisory's FDL Position: Q2 2026 in Review
GoalVest Advisory increased its First Trust Morningstar Dividend Leaders Index Fund (FDL) stake by 19% in Q2 2026, buying an estimated $4.84K and bringing the position to 621 shares worth $30.2K. The position accounts for 0.01% of the portfolio, ranked #262.
GoalVest Advisory first reported a position in FDL in Q3 2025 and has held it in 3 quarters since. 494 funds tracked by Wall St. Rank hold FDL as of Q2 2026.
- GoalVest Advisory held 621 shares of First Trust Morningstar Dividend Leaders Index Fund worth $30.2K as of Q2 2026.
- GoalVest Advisory bought 97 First Trust Morningstar Dividend Leaders Index Fund shares in Q2 2026, an estimated $4.84K.
- First Trust Morningstar Dividend Leaders Index Fund made up 0.01% of GoalVest Advisory's portfolio in Q2 2026, its #262 holding.
- GoalVest Advisory first reported a position in First Trust Morningstar Dividend Leaders Index Fund in Q3 2025 and has held it in 3 quarters since.
- 494 funds tracked by Wall St. Rank held First Trust Morningstar Dividend Leaders Index Fund as of Q2 2026.
Based on GoalVest Advisory's 13F filing for Q2 2026, filed 9 Jul 2026.