Hilltop National Bank’s First Trust Morningstar Dividend Leaders Index Fund FDL Stock Holding History

Hilltop National Bank’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	$2.14K	Hold	44	–	–	﹤0.01%	765
2026 Q1	$2.23K	Sell	44 -135	-75%	-$6.6K	﹤0.01%	758
2025 Q4	$7.94K	Hold	179	–	–	﹤0.01%	673
2025 Q3	$7.77K	Hold	179	–	–	﹤0.01%	673
2025 Q2	$7.5K	Buy	+179	New	+$7.39K	﹤0.01%	667
2024 Q4	$7.21K	Hold	179	–	–	﹤0.01%	665
2024 Q3	$7.51K	Hold	179	–	–	﹤0.01%	688
2024 Q2	$6.79K	Hold	179	–	–	﹤0.01%	693
2024 Q1	$6.89K	Buy	+179	New	+$6.55K	﹤0.01%	664

Other funds holding FDL

TPWA

TRUE Private Wealth Advisors Salem, Oregon $1.16B AUM 36.18% 1-Year Est. Return

SEP

Southland Equity Partners Wildwood, Missouri $571M AUM 22.77% 1-Year Est. Return

BFG

Beacon Financial Group Dallas, Texas $1.1B AUM 21.5% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return

Manchester Financial Westlake Village, California $563M AUM 21.72% 1-Year Est. Return

SFWA

Summit Financial Wealth Advisors Lafayette, Louisiana $782M AUM 24.35% 1-Year Est. Return

HPC

Hobart Private Capital Charlotte, North Carolina $583M AUM 21.67% 1-Year Est. Return

NLP

Next Level Private Harrison, New York $511M AUM 30.94% 1-Year Est. Return

PFA

Perryman Financial Advisory Dallas, Texas $751M AUM

Hilltop National Bank's FDL Position: Q2 2026 in Review

Hilltop National Bank held its First Trust Morningstar Dividend Leaders Index Fund (FDL) position steady in Q2 2026 at 44 shares worth $2.14K. The position accounts for ﹤0.01% of the portfolio, ranked #765.

Hilltop National Bank first reported a position in FDL in Q1 2024 and has held it in 9 quarters since. The position peaked at $7.94K in Q4 2025. 142 funds tracked by Wall St. Rank hold FDL as of Q2 2026.

Hilltop National Bank held 44 shares of First Trust Morningstar Dividend Leaders Index Fund worth $2.14K as of Q2 2026.
Hilltop National Bank left its First Trust Morningstar Dividend Leaders Index Fund share count unchanged in Q2 2026.
First Trust Morningstar Dividend Leaders Index Fund made up ﹤0.01% of Hilltop National Bank's portfolio in Q2 2026, its #765 holding.
Hilltop National Bank first reported a position in First Trust Morningstar Dividend Leaders Index Fund in Q1 2024 and has held it in 9 quarters since.
Hilltop National Bank's First Trust Morningstar Dividend Leaders Index Fund position peaked at $7.94K in Q4 2025.
142 funds tracked by Wall St. Rank held First Trust Morningstar Dividend Leaders Index Fund as of Q2 2026.

Based on Hilltop National Bank's 13F filing for Q2 2026, filed 2 Jul 2026.