KPP Advisory Services’s First Trust Morningstar Dividend Leaders Index Fund FDL Stock Holding History
Bought
Maintained
Sold
Other funds holding FDL
KPP Advisory Services's FDL Position: Q2 2026 in Review
KPP Advisory Services reduced its First Trust Morningstar Dividend Leaders Index Fund (FDL) stake by 0.47% in Q2 2026, selling an estimated $4.69K and leaving 20,118 shares worth $979K. The position accounts for 0.12% of the portfolio, ranked #148.
KPP Advisory Services first reported a position in FDL in Q3 2023 and has held it in 12 quarters since. The position peaked at $1.03M in Q1 2026. 495 funds tracked by Wall St. Rank hold FDL as of Q2 2026.
- KPP Advisory Services held 20,118 shares of First Trust Morningstar Dividend Leaders Index Fund worth $979K as of Q2 2026.
- KPP Advisory Services sold 94 First Trust Morningstar Dividend Leaders Index Fund shares in Q2 2026, an estimated $4.69K.
- First Trust Morningstar Dividend Leaders Index Fund made up 0.12% of KPP Advisory Services's portfolio in Q2 2026, its #148 holding.
- KPP Advisory Services first reported a position in First Trust Morningstar Dividend Leaders Index Fund in Q3 2023 and has held it in 12 quarters since.
- KPP Advisory Services's First Trust Morningstar Dividend Leaders Index Fund position peaked at $1.03M in Q1 2026.
- 495 funds tracked by Wall St. Rank held First Trust Morningstar Dividend Leaders Index Fund as of Q2 2026.
Based on KPP Advisory Services's 13F filing for Q2 2026, filed 24 Jul 2026.