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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
Q3 		$7.87M Buy
160,279
+8,310
+5% +$428K 1.38% 19
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

AWM
Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
WWA
Wisconsin Wealth Advisors Sun Prairie, Wisconsin $119M AUM 24.32% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return
VAG
VisionPoint Advisory Group Dallas, Texas $636M AUM 21.4% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return
RBWA
RFG - Bristol Wealth Advisors Taunton, Massachusetts $420M AUM 17.18% 1-Year Est. Return
CA
Crumly & Associates Springfield, Illinois $563M AUM 13.12% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
WCG
Weaver Consulting Group Huntington Beach, California $514M AUM 11.69% 1-Year Est. Return

Investors Research Corp's FDL Position: Q3 2026 in Review

Investors Research Corp increased its First Trust Morningstar Dividend Leaders Index Fund (FDL) stake by 5.5% in Q3 2026, buying an estimated $428K and bringing the position to 160,279 shares worth $7.87M. The position accounts for 1.38% of the portfolio, ranked #19.

Investors Research Corp first reported a position in FDL in Q3 2020 and has held it in 25 quarters since. The position peaked at $23.7M in Q1 2026. 21 funds tracked by Wall St. Rank hold FDL as of Q3 2026.

  • Investors Research Corp held 160,279 shares of First Trust Morningstar Dividend Leaders Index Fund worth $7.87M as of Q3 2026.
  • Investors Research Corp bought 8,310 First Trust Morningstar Dividend Leaders Index Fund shares in Q3 2026, an estimated $428K.
  • First Trust Morningstar Dividend Leaders Index Fund made up 1.38% of Investors Research Corp's portfolio in Q3 2026, its #19 holding.
  • Investors Research Corp first reported a position in First Trust Morningstar Dividend Leaders Index Fund in Q3 2020 and has held it in 25 quarters since.
  • Investors Research Corp's First Trust Morningstar Dividend Leaders Index Fund position peaked at $23.7M in Q1 2026.
  • 21 funds tracked by Wall St. Rank held First Trust Morningstar Dividend Leaders Index Fund as of Q3 2026.

Based on Investors Research Corp's 13F filing for Q3 2026, filed 7 Oct 2026.