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

Hilltop 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 Q2	$297K	Sell	6,101 -210	-3%	-$10.5K	0.07%	114
2026 Q1	$321K	Hold	6,311	–	–	0.08%	94
2025 Q4	$280K	Hold	6,311	–	–	0.07%	100
2025 Q3	$274K	Buy	6,311 +210	+3%	+$9.1K	0.08%	98
2025 Q2	$255K	Buy	+6,101	New	+$252K	0.08%	100

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 Partners's FDL Position: Q2 2026 in Review

Hilltop Partners reduced its First Trust Morningstar Dividend Leaders Index Fund (FDL) stake by 3.3% in Q2 2026, selling an estimated $10.5K and leaving 6,101 shares worth $297K. The position accounts for 0.07% of the portfolio, ranked #114.

Hilltop Partners first reported a position in FDL in Q2 2025 and has held it in 5 quarters since. The position peaked at $321K in Q1 2026. 495 funds tracked by Wall St. Rank hold FDL as of Q2 2026.

Hilltop Partners held 6,101 shares of First Trust Morningstar Dividend Leaders Index Fund worth $297K as of Q2 2026.
Hilltop Partners sold 210 First Trust Morningstar Dividend Leaders Index Fund shares in Q2 2026, an estimated $10.5K.
First Trust Morningstar Dividend Leaders Index Fund made up 0.07% of Hilltop Partners's portfolio in Q2 2026, its #114 holding.
Hilltop Partners first reported a position in First Trust Morningstar Dividend Leaders Index Fund in Q2 2025 and has held it in 5 quarters since.
Hilltop Partners's First Trust Morningstar Dividend Leaders Index Fund position peaked at $321K in Q1 2026.
495 funds tracked by Wall St. Rank held First Trust Morningstar Dividend Leaders Index Fund as of Q2 2026.

Based on Hilltop Partners's 13F filing for Q2 2026, filed 5 Aug 2026.