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Independence Bank of Kentucky’s First Trust Morningstar Dividend Leaders Index Fund FDL Stock Holding History

Independence Bank of Kentucky’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 		$8.37K Hold
172
– – ﹤0.01% 514
2026
Q1 		$8.74K Buy
+172
New +$8.41K ﹤0.01% 531

Other funds holding FDL

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Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
RW
Rockport Wealth Fairview Park, Ohio $595M AUM 23.65% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
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
SI
Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return
BFG
Beacon Financial Group Dallas, Texas $1.1B AUM 21.5% 1-Year Est. Return

Independence Bank of Kentucky's FDL Position: Q2 2026 in Review

Independence Bank of Kentucky held its First Trust Morningstar Dividend Leaders Index Fund (FDL) position steady in Q2 2026 at 172 shares worth $8.37K. The position accounts for ﹤0.01% of the portfolio, ranked #514.

Independence Bank of Kentucky first reported a position in FDL in Q1 2026 and has held it in 2 quarters since. The position peaked at $8.74K in Q1 2026. 224 funds tracked by Wall St. Rank hold FDL as of Q2 2026.

  • Independence Bank of Kentucky held 172 shares of First Trust Morningstar Dividend Leaders Index Fund worth $8.37K as of Q2 2026.
  • Independence Bank of Kentucky 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 Independence Bank of Kentucky's portfolio in Q2 2026, its #514 holding.
  • Independence Bank of Kentucky first reported a position in First Trust Morningstar Dividend Leaders Index Fund in Q1 2026 and has held it in 2 quarters since.
  • Independence Bank of Kentucky's First Trust Morningstar Dividend Leaders Index Fund position peaked at $8.74K in Q1 2026.
  • 224 funds tracked by Wall St. Rank held First Trust Morningstar Dividend Leaders Index Fund as of Q2 2026.

Based on Independence Bank of Kentucky's 13F filing for Q2 2026, filed 13 Jul 2026.