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 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 $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

Hexagon Capital Partners's FDL Position: Q1 2026 in Review

Hexagon Capital Partners opened a new position in First Trust Morningstar Dividend Leaders Index Fund (FDL) in Q1 2026: 7,395 shares worth $376K. The stake represents 0.06% of the portfolio and ranks #163 among its holdings. This is a return to the name: Hexagon Capital Partners previously reported a position in FDL as recently as Q1 2025.

Hexagon Capital Partners first reported a position in FDL in Q3 2020 and has held it in 20 quarters since. 501 funds tracked by Wall St. Rank hold FDL as of Q1 2026.

Hexagon Capital Partners held 7,395 shares of First Trust Morningstar Dividend Leaders Index Fund worth $376K as of Q1 2026.
First Trust Morningstar Dividend Leaders Index Fund was a new Hexagon Capital Partners position in Q1 2026.
First Trust Morningstar Dividend Leaders Index Fund made up 0.06% of Hexagon Capital Partners's portfolio in Q1 2026, its #163 holding.
Hexagon Capital Partners first reported a position in First Trust Morningstar Dividend Leaders Index Fund in Q3 2020 and has held it in 20 quarters since.
501 funds tracked by Wall St. Rank held First Trust Morningstar Dividend Leaders Index Fund as of Q1 2026.

Based on Hexagon Capital Partners's 13F filing for Q1 2026, filed 5 May 2026.