HH
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Hilltop Holdings’s First Trust Morningstar Dividend Leaders Index Fund FDL Stock Holding History

Hilltop Holdings’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 		– Sell
-16,817
Closed -$746K – 730
2025
Q4 		$746K Sell
16,817
-3,608
-18% -$157K 0.04% 412
2025
Q3 		$887K Buy
20,425
+4,178
+26% +$181K 0.05% 390
2025
Q2 		$680K Buy
16,247
+3,788
+30% +$156K 0.04% 420
2025
Q1 		$541K Sell
12,459
-551
-4% -$23.3K 0.03% 491
2024
Q4 		$524K Sell
13,010
-161
-1% -$6.76K 0.03% 488
2024
Q3 		$553K Buy
+13,171
New +$531K 0.04% 467
2020
Q2 		– Sell
-43,407
Closed -$969K – 393
2020
Q1 		$969K Sell
43,407
-41,270
-49% -$1.19M 0.23% 99
2019
Q4 		$2.76M Buy
84,677
+29,859
+54% +$950K 0.52% 48
2019
Q3 		$1.7M Buy
54,818
+2,557
+5% +$78.2K 0.32% 79
2019
Q2 		$1.6M Sell
52,261
-1,256
-2% -$37.9K 0.34% 78
2019
Q1 		$1.61M Buy
53,517
+2,177
+4% +$63.1K 0.34% 76
2018
Q4 		$1.4M Buy
+51,340
New +$1.49M 0.35% 72

Other funds holding FDL

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Hilltop Holdings's FDL Position: Q1 2026 in Review

Hilltop Holdings sold out of First Trust Morningstar Dividend Leaders Index Fund (FDL) in Q1 2026, closing a stake of 16,817 shares — an estimated $746K sold.

Hilltop Holdings first reported a position in FDL in Q4 2018 and held it in 12 quarters. The position peaked at $2.76M in Q4 2019. 504 funds tracked by Wall St. Rank hold FDL as of Q1 2026.

  • Hilltop Holdings reported no remaining First Trust Morningstar Dividend Leaders Index Fund position as of Q1 2026 after selling out during the quarter.
  • Hilltop Holdings sold 16,817 First Trust Morningstar Dividend Leaders Index Fund shares in Q1 2026, an estimated $746K.
  • Hilltop Holdings first reported a position in First Trust Morningstar Dividend Leaders Index Fund in Q4 2018 and held it in 12 quarters.
  • Hilltop Holdings's First Trust Morningstar Dividend Leaders Index Fund position peaked at $2.76M in Q4 2019.
  • 504 funds tracked by Wall St. Rank held First Trust Morningstar Dividend Leaders Index Fund as of Q1 2026.

Based on Hilltop Holdings's 13F filing for Q1 2026, filed 14 May 2026.