KIG
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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

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

Kessler Investment Group's FDL Position: Q2 2026 in Review

Kessler Investment Group sold out of First Trust Morningstar Dividend Leaders Index Fund (FDL) in Q2 2026, closing a stake of 3,999 shares — an estimated $203K sold.

Kessler Investment Group first reported a position in FDL in Q2 2013 and held it in 13 quarters. The position peaked at $424K in Q3 2013. 495 funds tracked by Wall St. Rank hold FDL as of Q2 2026.

  • Kessler Investment Group reported no remaining First Trust Morningstar Dividend Leaders Index Fund position as of Q2 2026 after selling out during the quarter.
  • Kessler Investment Group sold 3,999 First Trust Morningstar Dividend Leaders Index Fund shares in Q2 2026, an estimated $203K.
  • Kessler Investment Group first reported a position in First Trust Morningstar Dividend Leaders Index Fund in Q2 2013 and held it in 13 quarters.
  • Kessler Investment Group's First Trust Morningstar Dividend Leaders Index Fund position peaked at $424K in Q3 2013.
  • 495 funds tracked by Wall St. Rank held First Trust Morningstar Dividend Leaders Index Fund as of Q2 2026.

Based on Kessler Investment Group's 13F filing for Q2 2026, filed 13 Jul 2026.