Investor's Fiduciary Advisor Network’s First Trust Morningstar Dividend Leaders Index Fund FDL Stock Holding History

Investor's Fiduciary Advisor Network’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	$1.58M	Buy	32,493 +660	+2%	+$32.9K	0.54%	55
2026 Q1	$1.62M	Sell	31,833 -537	-2%	-$26.2K	0.5%	56
2025 Q4	$1.44M	Sell	32,370 -1,433	-4%	-$62.4K	0.31%	78
2025 Q3	$1.47M	Sell	33,803 -3,112	-8%	-$135K	0.5%	50
2025 Q2	$1.54M	Buy	36,915 +460	+1%	+$19K	0.57%	45
2025 Q1	$1.58M	Sell	36,455 -626	-2%	-$26.5K	0.75%	37
2024 Q4	$1.49M	Buy	+37,081	New	+$1.56M	0.57%	43

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

Investor's Fiduciary Advisor Network's FDL Position: Q2 2026 in Review

Investor's Fiduciary Advisor Network increased its First Trust Morningstar Dividend Leaders Index Fund (FDL) stake by 2.1% in Q2 2026, buying an estimated $32.9K and bringing the position to 32,493 shares worth $1.58M. The position accounts for 0.54% of the portfolio, ranked #55.

Investor's Fiduciary Advisor Network first reported a position in FDL in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.62M in Q1 2026. 495 funds tracked by Wall St. Rank hold FDL as of Q2 2026.

Investor's Fiduciary Advisor Network held 32,493 shares of First Trust Morningstar Dividend Leaders Index Fund worth $1.58M as of Q2 2026.
Investor's Fiduciary Advisor Network bought 660 First Trust Morningstar Dividend Leaders Index Fund shares in Q2 2026, an estimated $32.9K.
First Trust Morningstar Dividend Leaders Index Fund made up 0.54% of Investor's Fiduciary Advisor Network's portfolio in Q2 2026, its #55 holding.
Investor's Fiduciary Advisor Network first reported a position in First Trust Morningstar Dividend Leaders Index Fund in Q4 2024 and has held it in 7 quarters since.
Investor's Fiduciary Advisor Network's First Trust Morningstar Dividend Leaders Index Fund position peaked at $1.62M in Q1 2026.
495 funds tracked by Wall St. Rank held First Trust Morningstar Dividend Leaders Index Fund as of Q2 2026.

Based on Investor's Fiduciary Advisor Network's 13F filing for Q2 2026, filed 13 Aug 2026.