HighPoint Advisor Group’s First Trust Morningstar Dividend Leaders Index Fund FDL Stock Holding History

HighPoint Advisor Group’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	$812K	Sell	16,693 -750	-4%	-$37.4K	0.03%	365
2026 Q1	$886K	Sell	17,443 -2,405	-12%	-$118K	0.04%	313
2025 Q4	$880K	Buy	+19,848	New	+$864K	0.02%	497

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

HighPoint Advisor Group's FDL Position: Q2 2026 in Review

HighPoint Advisor Group reduced its First Trust Morningstar Dividend Leaders Index Fund (FDL) stake by 4.3% in Q2 2026, selling an estimated $37.4K and leaving 16,693 shares worth $812K. The position accounts for 0.03% of the portfolio, ranked #365.

HighPoint Advisor Group first reported a position in FDL in Q4 2025 and has held it in 3 quarters since. The position peaked at $886K in Q1 2026. 495 funds tracked by Wall St. Rank hold FDL as of Q2 2026.

HighPoint Advisor Group held 16,693 shares of First Trust Morningstar Dividend Leaders Index Fund worth $812K as of Q2 2026.
HighPoint Advisor Group sold 750 First Trust Morningstar Dividend Leaders Index Fund shares in Q2 2026, an estimated $37.4K.
First Trust Morningstar Dividend Leaders Index Fund made up 0.03% of HighPoint Advisor Group's portfolio in Q2 2026, its #365 holding.
HighPoint Advisor Group first reported a position in First Trust Morningstar Dividend Leaders Index Fund in Q4 2025 and has held it in 3 quarters since.
HighPoint Advisor Group's First Trust Morningstar Dividend Leaders Index Fund position peaked at $886K in Q1 2026.
495 funds tracked by Wall St. Rank held First Trust Morningstar Dividend Leaders Index Fund as of Q2 2026.

Based on HighPoint Advisor Group's 13F filing for Q2 2026, filed 5 Aug 2026.