Hobart Private Capital’s First Trust Morningstar Dividend Leaders Index Fund FDL Stock Holding History

Hobart Private Capital's FDL Position: Q2 2026 in Review

Hobart Private Capital increased its First Trust Morningstar Dividend Leaders Index Fund (FDL) stake by 3.3% in Q2 2026, buying an estimated $423K and bringing the position to 261,661 shares worth $12.7M. The position accounts for 2.18% of the portfolio, ranked #12.

Hobart Private Capital first reported a position in FDL in Q4 2023 and has held it in 11 quarters since. The position peaked at $13.6M in Q4 2025. 494 funds tracked by Wall St. Rank hold FDL as of Q2 2026.

• Hobart Private Capital held 261,661 shares of First Trust Morningstar Dividend Leaders Index Fund worth $12.7M as of Q2 2026.
• Hobart Private Capital bought 8,480 First Trust Morningstar Dividend Leaders Index Fund shares in Q2 2026, an estimated $423K.
• First Trust Morningstar Dividend Leaders Index Fund made up 2.18% of Hobart Private Capital's portfolio in Q2 2026, its #12 holding.
• Hobart Private Capital first reported a position in First Trust Morningstar Dividend Leaders Index Fund in Q4 2023 and has held it in 11 quarters since.
• Hobart Private Capital's First Trust Morningstar Dividend Leaders Index Fund position peaked at $13.6M in Q4 2025.
• 494 funds tracked by Wall St. Rank held First Trust Morningstar Dividend Leaders Index Fund as of Q2 2026.

Based on Hobart Private Capital's 13F filing for Q2 2026, filed 6 Jul 2026.