LaSalle St. Investment Advisors’s First Trust Morningstar Dividend Leaders Index Fund FDL Stock Holding History

LaSalle St. Investment Advisors’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	$470K	Sell	9,660 -67	-0.7%	-$3.34K	0.06%	242
2026 Q1	$494K	Buy	9,727 +73	+0.8%	+$3.57K	0.07%	210
2025 Q4	$428K	Sell	9,654 -192	-2%	-$8.36K	0.07%	216
2025 Q3	$427K	Sell	9,846 -249	-2%	-$10.8K	0.08%	196
2025 Q2	$422K	Sell	10,095 -278	-3%	-$11.5K	0.12%	172
2025 Q1	$450K	Buy	10,373 +116	+1%	+$4.9K	0.11%	159
2024 Q4	$412K	Buy	10,257 +4,167	+68%	+$175K	0.13%	156
2024 Q3	$255K	Buy	6,090 +9	+0.1%	+$363	0.1%	166
2024 Q2	$231K	Buy	+6,081	New	+$231K	0.12%	145

Other funds holding FDL

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

LaSalle St. Investment Advisors's FDL Position: Q2 2026 in Review

LaSalle St. Investment Advisors reduced its First Trust Morningstar Dividend Leaders Index Fund (FDL) stake by 0.69% in Q2 2026, selling an estimated $3.34K and leaving 9,660 shares worth $470K. The position accounts for 0.06% of the portfolio, ranked #242.

LaSalle St. Investment Advisors first reported a position in FDL in Q2 2024 and has held it in 9 quarters since. The position peaked at $494K in Q1 2026. 495 funds tracked by Wall St. Rank hold FDL as of Q2 2026.

LaSalle St. Investment Advisors held 9,660 shares of First Trust Morningstar Dividend Leaders Index Fund worth $470K as of Q2 2026.
LaSalle St. Investment Advisors sold 67 First Trust Morningstar Dividend Leaders Index Fund shares in Q2 2026, an estimated $3.34K.
First Trust Morningstar Dividend Leaders Index Fund made up 0.06% of LaSalle St. Investment Advisors's portfolio in Q2 2026, its #242 holding.
LaSalle St. Investment Advisors first reported a position in First Trust Morningstar Dividend Leaders Index Fund in Q2 2024 and has held it in 9 quarters since.
LaSalle St. Investment Advisors's First Trust Morningstar Dividend Leaders Index Fund position peaked at $494K in Q1 2026.
495 funds tracked by Wall St. Rank held First Trust Morningstar Dividend Leaders Index Fund as of Q2 2026.

Based on LaSalle St. Investment Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.