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 Q3	$296K	Buy	+6,022	New	+$310K	0.22%	81
2026 Q2	–	Sell	-56,470	Closed	-$2.87M	–	93
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 $468B AUM 17.69% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

Csenge Advisory Group Clearwater, Florida $2.53B AUM 18.15% 1-Year Est. Return

Private Advisor Group Morristown, New Jersey $29.9B AUM 19.22% 1-Year Est. Return

Hershey Financial Advisers's FDL Position: Q3 2026 in Review

Hershey Financial Advisers opened a new position in First Trust Morningstar Dividend Leaders Index Fund (FDL) in Q3 2026: 6,022 shares worth $296K. The stake represents 0.22% of the portfolio and ranks #81 among its holdings. This is a return to the name: Hershey Financial Advisers previously reported a position in FDL as recently as Q1 2026.

Hershey Financial Advisers first reported a position in FDL in Q4 2025 and has held it in 3 quarters since. The position peaked at $2.87M in Q1 2026. 458 funds tracked by Wall St. Rank hold FDL as of Q3 2026.

Hershey Financial Advisers held 6,022 shares of First Trust Morningstar Dividend Leaders Index Fund worth $296K as of Q3 2026.
First Trust Morningstar Dividend Leaders Index Fund was a new Hershey Financial Advisers position in Q3 2026.
First Trust Morningstar Dividend Leaders Index Fund made up 0.22% of Hershey Financial Advisers's portfolio in Q3 2026, its #81 holding.
Hershey Financial Advisers first reported a position in First Trust Morningstar Dividend Leaders Index Fund in Q4 2025 and has held it in 3 quarters since.
Hershey Financial Advisers's First Trust Morningstar Dividend Leaders Index Fund position peaked at $2.87M in Q1 2026.
458 funds tracked by Wall St. Rank held First Trust Morningstar Dividend Leaders Index Fund as of Q3 2026.

Based on Hershey Financial Advisers's 13F filing for Q3 2026, filed 12 Nov 2026.