Kestra Private Wealth Services’s First Trust Morningstar Dividend Leaders Index Fund FDL Stock Holding History
Bought
Maintained
Sold
Other funds holding FDL
Kestra Private Wealth Services's FDL Position: Q2 2026 in Review
Kestra Private Wealth Services reduced its First Trust Morningstar Dividend Leaders Index Fund (FDL) stake by 54% in Q2 2026, selling an estimated $2.73M and leaving 47,410 shares worth $2.31M. The position accounts for 0.03% of the portfolio, ranked #552.
Kestra Private Wealth Services first reported a position in FDL in Q3 2020 and has held it in 24 quarters since. The position peaked at $10.3M in Q1 2023. 495 funds tracked by Wall St. Rank hold FDL as of Q2 2026.
- Kestra Private Wealth Services held 47,410 shares of First Trust Morningstar Dividend Leaders Index Fund worth $2.31M as of Q2 2026.
- Kestra Private Wealth Services sold 54,792 First Trust Morningstar Dividend Leaders Index Fund shares in Q2 2026, an estimated $2.73M.
- First Trust Morningstar Dividend Leaders Index Fund made up 0.03% of Kestra Private Wealth Services's portfolio in Q2 2026, its #552 holding.
- Kestra Private Wealth Services first reported a position in First Trust Morningstar Dividend Leaders Index Fund in Q3 2020 and has held it in 24 quarters since.
- Kestra Private Wealth Services's First Trust Morningstar Dividend Leaders Index Fund position peaked at $10.3M in Q1 2023.
- 495 funds tracked by Wall St. Rank held First Trust Morningstar Dividend Leaders Index Fund as of Q2 2026.
Based on Kestra Private Wealth Services's 13F filing for Q2 2026, filed 28 Jul 2026.