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

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

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. 495 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.
495 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.