Level Four Advisory Services’s First Trust Morningstar Dividend Leaders Index Fund FDL Stock Holding History
Bought
Maintained
Sold
Other funds holding FDL
Level Four Advisory Services's FDL Position: Q1 2026 in Review
Level Four Advisory Services increased its First Trust Morningstar Dividend Leaders Index Fund (FDL) stake by 2.3% in Q1 2026, buying an estimated $15.5K and bringing the position to 14,342 shares worth $729K. The position accounts for 0.02% of the portfolio, ranked #489.
Level Four Advisory Services first reported a position in FDL in Q1 2017 and has held it in 19 quarters since. The position peaked at $1.68M in Q4 2018. 501 funds tracked by Wall St. Rank hold FDL as of Q1 2026.
- Level Four Advisory Services held 14,342 shares of First Trust Morningstar Dividend Leaders Index Fund worth $729K as of Q1 2026.
- Level Four Advisory Services bought 317 First Trust Morningstar Dividend Leaders Index Fund shares in Q1 2026, an estimated $15.5K.
- First Trust Morningstar Dividend Leaders Index Fund made up 0.02% of Level Four Advisory Services's portfolio in Q1 2026, its #489 holding.
- Level Four Advisory Services first reported a position in First Trust Morningstar Dividend Leaders Index Fund in Q1 2017 and has held it in 19 quarters since.
- Level Four Advisory Services's First Trust Morningstar Dividend Leaders Index Fund position peaked at $1.68M in Q4 2018.
- 501 funds tracked by Wall St. Rank held First Trust Morningstar Dividend Leaders Index Fund as of Q1 2026.
Based on Level Four Advisory Services's 13F filing for Q1 2026, filed 14 May 2026.