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Jackson Grant Investment Advisers’s First Trust Morningstar Dividend Leaders Index Fund FDL Stock Holding History

Jackson Grant Investment Advisers’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 		$146K Hold
3,000
– – 0.05% 146
2026
Q1 		$152K Hold
3,000
– – 0.05% 137
2025
Q4 		$133K Hold
3,000
– – 0.04% 144
2025
Q3 		$130K Buy
+3,000
New +$130K 0.04% 142

Other funds holding FDL

Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Commonwealth Equity Services
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

Jackson Grant Investment Advisers's FDL Position: Q2 2026 in Review

Jackson Grant Investment Advisers held its First Trust Morningstar Dividend Leaders Index Fund (FDL) position steady in Q2 2026 at 3,000 shares worth $146K. The position accounts for 0.05% of the portfolio, ranked #146.

Jackson Grant Investment Advisers first reported a position in FDL in Q3 2025 and has held it in 4 quarters since. The position peaked at $152K in Q1 2026. 223 funds tracked by Wall St. Rank hold FDL as of Q2 2026.

  • Jackson Grant Investment Advisers held 3,000 shares of First Trust Morningstar Dividend Leaders Index Fund worth $146K as of Q2 2026.
  • Jackson Grant Investment Advisers left its First Trust Morningstar Dividend Leaders Index Fund share count unchanged in Q2 2026.
  • First Trust Morningstar Dividend Leaders Index Fund made up 0.05% of Jackson Grant Investment Advisers's portfolio in Q2 2026, its #146 holding.
  • Jackson Grant Investment Advisers first reported a position in First Trust Morningstar Dividend Leaders Index Fund in Q3 2025 and has held it in 4 quarters since.
  • Jackson Grant Investment Advisers's First Trust Morningstar Dividend Leaders Index Fund position peaked at $152K in Q1 2026.
  • 223 funds tracked by Wall St. Rank held First Trust Morningstar Dividend Leaders Index Fund as of Q2 2026.

Based on Jackson Grant Investment Advisers's 13F filing for Q2 2026, filed 31 Jul 2026.