Investors Research Corp’s First Trust Morningstar Dividend Leaders Index Fund FDL Stock Holding History

Investors Research Corp’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	$7.39M	Sell	151,969 -169,257	-53%	-$8.45M	1.32%	20
2026 Q1	$23.7M	Buy	321,226 +184,228	+134%	+$9M	4.53%	1
2025 Q4	$6.07M	Buy	136,998 +8,188	+6%	+$357K	1.11%	21
2025 Q3	$5.59M	Buy	128,810 +7,240	+6%	+$314K	1.03%	21
2025 Q2	$5.09M	Buy	121,570 +10,046	+9%	+$415K	1%	23
2025 Q1	$4.84M	Buy	111,524 +12,774	+13%	+$540K	1.05%	20
2024 Q4	$3.98M	Buy	98,750 +9,644	+11%	+$405K	0.87%	21
2024 Q3	$3.74M	Buy	89,106 +9,041	+11%	+$365K	0.82%	21
2024 Q2	$3.04M	Buy	80,065 +5,933	+8%	+$225K	0.71%	23
2024 Q1	$2.85M	Buy	74,132 +4,736	+7%	+$173K	0.67%	25
2023 Q4	$2.49M	Buy	69,396 +4,540	+7%	+$154K	0.6%	25
2023 Q3	$2.17M	Sell	64,856 -9,643	-13%	-$334K	0.57%	28
2023 Q2	$2.53M	Sell	74,499 -978	-1%	-$33.9K	0.64%	27
2023 Q1	$2.68M	Sell	75,477 -117	-0.2%	-$4.28K	0.7%	26
2022 Q4	$2.76M	Sell	75,594 -227	-0.3%	-$8.18K	0.75%	22
2022 Q3	$2.44M	Sell	75,821 -849	-1%	-$30.3K	0.75%	26
2022 Q2	$2.7M	Sell	76,670 -2,262	-3%	-$84.7K	0.81%	23
2022 Q1	$2.96M	Sell	78,932 -236	-0.3%	-$8.6K	0.83%	26
2021 Q4	$2.81M	Buy	79,168 +12,710	+19%	+$433K	0.85%	27
2021 Q3	$2.18M	Buy	66,458 +9,468	+17%	+$317K	0.73%	31
2021 Q2	$1.89M	Buy	56,990 +12,011	+27%	+$408K	0.65%	34
2021 Q1	$1.47M	Buy	44,979 +14,482	+47%	+$449K	0.55%	32
2020 Q4	$902K	Buy	30,497 +19,217	+170%	+$543K	0.36%	82
2020 Q3	$294K	Buy	+11,280	New	+$299K	0.14%	215

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

Investors Research Corp's FDL Position: Q2 2026 in Review

Investors Research Corp reduced its First Trust Morningstar Dividend Leaders Index Fund (FDL) stake by 53% in Q2 2026, selling an estimated $8.45M and leaving 151,969 shares worth $7.39M. The position accounts for 1.32% of the portfolio, ranked #20.

Investors Research Corp first reported a position in FDL in Q3 2020 and has held it in 24 quarters since. The position peaked at $23.7M in Q1 2026. 495 funds tracked by Wall St. Rank hold FDL as of Q2 2026.

Investors Research Corp held 151,969 shares of First Trust Morningstar Dividend Leaders Index Fund worth $7.39M as of Q2 2026.
Investors Research Corp sold 169,257 First Trust Morningstar Dividend Leaders Index Fund shares in Q2 2026, an estimated $8.45M.
First Trust Morningstar Dividend Leaders Index Fund made up 1.32% of Investors Research Corp's portfolio in Q2 2026, its #20 holding.
Investors Research Corp first reported a position in First Trust Morningstar Dividend Leaders Index Fund in Q3 2020 and has held it in 24 quarters since.
Investors Research Corp's First Trust Morningstar Dividend Leaders Index Fund position peaked at $23.7M in Q1 2026.
495 funds tracked by Wall St. Rank held First Trust Morningstar Dividend Leaders Index Fund as of Q2 2026.

Based on Investors Research Corp's 13F filing for Q2 2026, filed 10 Jul 2026.