Key Financial Inc’s First Trust Morningstar Dividend Leaders Index Fund FDL Stock Holding History

Key Financial Inc’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 Q1	$9.09K	Hold	179	–	–	﹤0.01%	904
2025 Q4	$7.94K	Sell	179 -104	-37%	-$4.53K	﹤0.01%	939
2025 Q3	$12.4K	Hold	283	–	–	﹤0.01%	827
2025 Q2	$11.8K	Hold	283	–	–	﹤0.01%	811
2025 Q1	$12.3K	Hold	283	–	–	﹤0.01%	771
2024 Q4	$11.4K	Hold	283	–	–	﹤0.01%	790
2024 Q3	$11.9K	Hold	283	–	–	﹤0.01%	750
2024 Q2	$10.7K	Sell	283 -600	-68%	-$22.8K	﹤0.01%	754
2024 Q1	$34K	Buy	883 +600	+212%	+$22K	0.01%	500
2023 Q4	$10.2K	Hold	283	–	–	﹤0.01%	730
2023 Q3	$9.46K	Hold	283	–	–	﹤0.01%	726
2023 Q2	$9.63K	Hold	283	–	–	﹤0.01%	741
2023 Q1	$10K	Hold	283	–	–	﹤0.01%	679
2022 Q4	$9.09K	Hold	283	–	–	﹤0.01%	646
2022 Q3	$9K	Hold	283	–	–	﹤0.01%	650
2022 Q2	$10K	Hold	283	–	–	0.01%	625
2022 Q1	$11K	Hold	283	–	–	0.01%	609
2021 Q4	$10K	Hold	283	–	–	0.01%	590
2021 Q3	$9K	Hold	283	–	–	0.01%	598
2021 Q2	$9K	Hold	283	–	–	0.01%	586
2021 Q1	$9K	Hold	283	–	–	0.01%	499
2020 Q4	$8K	Buy	+283	New	+$8K	0.01%	486
2020 Q2	–	Sell	-179	Closed	-$4K	–	270
2020 Q1	$4K	Buy	+179	New	+$5.16K	﹤0.01%	525

Other funds holding FDL

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Key Financial Inc's FDL Position: Q1 2026 in Review

Key Financial Inc held its First Trust Morningstar Dividend Leaders Index Fund (FDL) position steady in Q1 2026 at 179 shares worth $9.09K. The position accounts for ﹤0.01% of the portfolio, ranked #904.

Key Financial Inc first reported a position in FDL in Q1 2020 and has held it in 23 quarters since. The position peaked at $34K in Q1 2024. 501 funds tracked by Wall St. Rank hold FDL as of Q1 2026.

Key Financial Inc held 179 shares of First Trust Morningstar Dividend Leaders Index Fund worth $9.09K as of Q1 2026.
Key Financial Inc left its First Trust Morningstar Dividend Leaders Index Fund share count unchanged in Q1 2026.
First Trust Morningstar Dividend Leaders Index Fund made up ﹤0.01% of Key Financial Inc's portfolio in Q1 2026, its #904 holding.
Key Financial Inc first reported a position in First Trust Morningstar Dividend Leaders Index Fund in Q1 2020 and has held it in 23 quarters since.
Key Financial Inc's First Trust Morningstar Dividend Leaders Index Fund position peaked at $34K in Q1 2024.
501 funds tracked by Wall St. Rank held First Trust Morningstar Dividend Leaders Index Fund as of Q1 2026.

Based on Key Financial Inc's 13F filing for Q1 2026, filed 24 Apr 2026.