Jones Financial Companies’s First Trust Morningstar Dividend Leaders Index Fund FDL Stock Holding History

Jones Financial Companies's FDL Position: Q2 2026 in Review

Jones Financial Companies increased its First Trust Morningstar Dividend Leaders Index Fund (FDL) stake by 20% in Q2 2026, buying an estimated $14.3M and bringing the position to 1,713,342 shares worth $85M. The position accounts for 0.03% of the portfolio, ranked #277.

Jones Financial Companies first reported a position in FDL in Q1 2023 and has held it in 12 quarters since. 494 funds tracked by Wall St. Rank hold FDL as of Q2 2026.

• Jones Financial Companies held 1,713,342 shares of First Trust Morningstar Dividend Leaders Index Fund worth $85M as of Q2 2026.
• Jones Financial Companies bought 287,379 First Trust Morningstar Dividend Leaders Index Fund shares in Q2 2026, an estimated $14.3M.
• First Trust Morningstar Dividend Leaders Index Fund made up 0.03% of Jones Financial Companies's portfolio in Q2 2026, its #277 holding.
• Jones Financial Companies first reported a position in First Trust Morningstar Dividend Leaders Index Fund in Q1 2023 and has held it in 12 quarters since.
• 494 funds tracked by Wall St. Rank held First Trust Morningstar Dividend Leaders Index Fund as of Q2 2026.

Based on Jones Financial Companies's 13F filing for Q2 2026, filed 14 Aug 2026.