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Ipsen Advisor Group’s First Trust Morningstar Dividend Leaders Index Fund FDL Stock Holding History

Ipsen Advisor Group’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 		$2.62M Buy
+53,745
New +$2.68M 1.68% 18
2022
Q4 		$565K Buy
+15,447
New +$557K 0.65% 36

Other funds holding FDL

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Ipsen Advisor Group's FDL Position: Q2 2026 in Review

Ipsen Advisor Group opened a new position in First Trust Morningstar Dividend Leaders Index Fund (FDL) in Q2 2026: 53,745 shares worth $2.62M. The stake represents 1.68% of the portfolio and ranks #18 among its holdings. This is a return to the name: Ipsen Advisor Group previously reported a position in FDL as recently as Q4 2022.

Ipsen Advisor Group first reported a position in FDL in Q4 2022 and has held it in 2 quarters since. 495 funds tracked by Wall St. Rank hold FDL as of Q2 2026.

  • Ipsen Advisor Group held 53,745 shares of First Trust Morningstar Dividend Leaders Index Fund worth $2.62M as of Q2 2026.
  • First Trust Morningstar Dividend Leaders Index Fund was a new Ipsen Advisor Group position in Q2 2026.
  • First Trust Morningstar Dividend Leaders Index Fund made up 1.68% of Ipsen Advisor Group's portfolio in Q2 2026, its #18 holding.
  • Ipsen Advisor Group first reported a position in First Trust Morningstar Dividend Leaders Index Fund in Q4 2022 and has held it in 2 quarters since.
  • 495 funds tracked by Wall St. Rank held First Trust Morningstar Dividend Leaders Index Fund as of Q2 2026.

Based on Ipsen Advisor Group's 13F filing for Q2 2026, filed 29 Jul 2026.