HRT Financial’s First Trust Morningstar Dividend Leaders Index Fund FDL Stock Holding History

HRT Financial’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	-11,910	Closed	-$528K	–	4077
2025 Q4	$528K	Buy	+11,910	New	+$519K	﹤0.01%	2072
2024 Q2	–	Sell	-54,241	Closed	-$2.09M	–	2468
2024 Q1	$2.09M	Sell	54,241 -34,542	-39%	-$1.26M	0.01%	550
2023 Q4	$3.19M	Sell	88,783 -69,837	-44%	-$2.37M	0.02%	460
2023 Q3	$5.3M	Sell	158,620 -7,397	-4%	-$256K	0.05%	270
2023 Q2	$5.65M	Buy	+166,017	New	+$5.75M	0.05%	257
2022 Q4	–	Sell	-19,334	Closed	-$621K	–	2664
2022 Q3	$621K	Buy	+19,334	New	+$691K	0.01%	1301
2015 Q4	–	Sell	-32,577	Closed	-$721K	–	74
2015 Q3	$721K	Buy	+32,577	New	+$739K	0.62%	28

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 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

HRT Financial's FDL Position: Q1 2026 in Review

HRT Financial sold out of First Trust Morningstar Dividend Leaders Index Fund (FDL) in Q1 2026, closing a stake of 11,910 shares — an estimated $528K sold.

HRT Financial first reported a position in FDL in Q3 2015 and held it in 7 quarters. The position peaked at $5.65M in Q2 2023. 504 funds tracked by Wall St. Rank hold FDL as of Q1 2026.

HRT Financial reported no remaining First Trust Morningstar Dividend Leaders Index Fund position as of Q1 2026 after selling out during the quarter.
HRT Financial sold 11,910 First Trust Morningstar Dividend Leaders Index Fund shares in Q1 2026, an estimated $528K.
HRT Financial first reported a position in First Trust Morningstar Dividend Leaders Index Fund in Q3 2015 and held it in 7 quarters.
HRT Financial's First Trust Morningstar Dividend Leaders Index Fund position peaked at $5.65M in Q2 2023.
504 funds tracked by Wall St. Rank held First Trust Morningstar Dividend Leaders Index Fund as of Q1 2026.

Based on HRT Financial's 13F filing for Q1 2026, filed 14 May 2026.