Hershey Financial Advisers’s First Trust Morningstar Dividend Leaders Index Fund FDL Stock Holding History

Hershey Financial Advisers’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 Q1	$2.87M	Buy	56,470 +43,230	+327%	+$2.11M	2.48%	9
2025 Q4	$587K	Buy	+13,240	New	+$577K	0.5%	60

Other funds holding FDL

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Hershey Financial Advisers's FDL Position: Q1 2026 in Review

Hershey Financial Advisers increased its First Trust Morningstar Dividend Leaders Index Fund (FDL) stake by 327% in Q1 2026, buying an estimated $2.11M and bringing the position to 56,470 shares worth $2.87M. The position accounts for 2.48% of the portfolio, ranked #9.

Hershey Financial Advisers first reported a position in FDL in Q4 2025 and has held it in 2 quarters since. 501 funds tracked by Wall St. Rank hold FDL as of Q1 2026.

Hershey Financial Advisers held 56,470 shares of First Trust Morningstar Dividend Leaders Index Fund worth $2.87M as of Q1 2026.
Hershey Financial Advisers bought 43,230 First Trust Morningstar Dividend Leaders Index Fund shares in Q1 2026, an estimated $2.11M.
First Trust Morningstar Dividend Leaders Index Fund made up 2.48% of Hershey Financial Advisers's portfolio in Q1 2026, its #9 holding.
Hershey Financial Advisers first reported a position in First Trust Morningstar Dividend Leaders Index Fund in Q4 2025 and has held it in 2 quarters since.
501 funds tracked by Wall St. Rank held First Trust Morningstar Dividend Leaders Index Fund as of Q1 2026.

Based on Hershey Financial Advisers's 13F filing for Q1 2026, filed 6 May 2026.