Hexagon Capital Partners’s First Trust Morningstar Dividend Leaders Index Fund FDL Stock Holding History

Hexagon Capital Partners’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	$360K	Hold	7,395	–	–	0.05%	176
2026 Q1	$376K	Buy	+7,395	New	+$361K	0.06%	163
2025 Q2	–	Sell	-5,293	Closed	-$230K	–	621
2025 Q1	$230K	Sell	5,293 -579	-10%	-$24.5K	0.04%	200
2024 Q4	$236K	Buy	5,872 +579	+11%	+$24.3K	0.04%	190
2024 Q3	$222K	Hold	5,293	–	–	0.04%	193
2024 Q2	$201K	Sell	5,293 -300	-5%	-$11.4K	0.04%	201
2024 Q1	$215K	Hold	5,593	–	–	0.05%	195
2023 Q4	$201K	Buy	5,593 +1,000	+22%	+$33.9K	0.05%	197
2023 Q3	$154K	Hold	4,593	–	–	0.04%	205
2023 Q2	$156K	Hold	4,593	–	–	0.04%	196
2023 Q1	$163K	Hold	4,593	–	–	0.05%	179
2022 Q4	$168K	Hold	4,593	–	–	0.05%	167
2022 Q3	$148K	Hold	4,593	–	–	0.04%	184
2022 Q2	$162K	Hold	4,593	–	–	0.05%	188
2022 Q1	$172K	Hold	4,593	–	–	0.05%	197
2021 Q4	$163K	Hold	4,593	–	–	0.04%	202
2021 Q3	$150K	Hold	4,593	–	–	0.04%	193
2021 Q2	$152K	Hold	4,593	–	–	0.04%	187
2021 Q1	$150K	Hold	4,593	–	–	0.04%	166
2020 Q4	$135K	Hold	4,593	–	–	0.04%	155
2020 Q3	$121K	Buy	+4,593	New	+$122K	0.04%	153

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

Hexagon Capital Partners's FDL Position: Q2 2026 in Review

Hexagon Capital Partners held its First Trust Morningstar Dividend Leaders Index Fund (FDL) position steady in Q2 2026 at 7,395 shares worth $360K. The position accounts for 0.05% of the portfolio, ranked #176.

Hexagon Capital Partners first reported a position in FDL in Q3 2020 and has held it in 21 quarters since. The position peaked at $376K in Q1 2026. 495 funds tracked by Wall St. Rank hold FDL as of Q2 2026.

Hexagon Capital Partners held 7,395 shares of First Trust Morningstar Dividend Leaders Index Fund worth $360K as of Q2 2026.
Hexagon Capital Partners left its First Trust Morningstar Dividend Leaders Index Fund share count unchanged in Q2 2026.
First Trust Morningstar Dividend Leaders Index Fund made up 0.05% of Hexagon Capital Partners's portfolio in Q2 2026, its #176 holding.
Hexagon Capital Partners first reported a position in First Trust Morningstar Dividend Leaders Index Fund in Q3 2020 and has held it in 21 quarters since.
Hexagon Capital Partners's First Trust Morningstar Dividend Leaders Index Fund position peaked at $376K in Q1 2026.
495 funds tracked by Wall St. Rank held First Trust Morningstar Dividend Leaders Index Fund as of Q2 2026.

Based on Hexagon Capital Partners's 13F filing for Q2 2026, filed 7 Aug 2026.