KIG
FDL icon

Kessler Investment Group’s First Trust Morningstar Dividend Leaders Index Fund FDL Stock Holding History

Kessler Investment 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 		– Sell
-3,999
Closed -$203K – 83
2026
Q1 		$203K Buy
+3,999
New +$195K 0.1% 78
2018
Q4 		– Sell
-200
Closed -$6K – 116
2018
Q3 		$6K Buy
+200
New +$5.89K 0.01% 120
2017
Q2 		– Sell
-581
Closed -$17K – 94
2017
Q1 		$17K Buy
+581
New +$16.6K 0.02% 71
2016
Q1 		– Sell
-400
Closed -$9K – 96
2015
Q4 		$9K Buy
+400
New +$9.45K 0.01% 74
2015
Q3 		– Sell
-8,136
Closed -$186K – 105
2015
Q2 		$186K Sell
8,136
-124
-2% -$2.94K 0.3% 51
2015
Q1 		$192K Buy
8,260
+186
+2% +$4.45K 0.33% 49
2014
Q4 		$194K Sell
8,074
-451
-5% -$10.8K 0.32% 51
2014
Q3 		$199K Buy
8,525
+126
+2% +$2.99K 0.35% 53
2014
Q2 		$200K Sell
8,399
-647
-7% -$15K 0.35% 50
2014
Q1 		$204K Sell
9,046
-214
-2% -$4.67K 0.43% 42
2013
Q4 		$203K Sell
9,260
-11,109
-55% -$239K 0.38% 50
2013
Q3 		$424K Buy
20,369
+11,379
+127% +$240K 1.16% 31
2013
Q2 		$185K Buy
+8,990
New +$190K 0.54% 31

Other funds holding FDL

SEP
Southland Equity Partners Wildwood, Missouri $571M AUM 22.77% 1-Year Est. Return
HPC
Hobart Private Capital Charlotte, North Carolina $583M AUM 21.67% 1-Year Est. Return
NLP
Next Level Private Harrison, New York $511M AUM 30.94% 1-Year Est. Return
KCFA
Key Client Fiduciary Advisors Fairfield, New Jersey $343M AUM 35.3% 1-Year Est. Return
JWA
JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return
IRC
Investors Research Corp Atlanta, Georgia $559M AUM 21.55% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
GPW
Genesis Private Wealth Ashburn, Virginia $356M AUM 17.87% 1-Year Est. Return
WWA
Wisconsin Wealth Advisors Sun Prairie, Wisconsin $117M AUM 31.58% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return