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: Q2 2026 in Review
Level Four Advisory Services increased its First Trust Morningstar Dividend Leaders Index Fund (FDL) stake by 58% in Q2 2026, buying an estimated $414K and bringing the position to 22,632 shares worth $1.1M. The position accounts for 0.03% of the portfolio, ranked #430.
Level Four Advisory Services first reported a position in FDL in Q1 2017 and has held it in 20 quarters since. The position peaked at $1.68M in Q4 2018. 495 funds tracked by Wall St. Rank hold FDL as of Q2 2026.
- Level Four Advisory Services held 22,632 shares of First Trust Morningstar Dividend Leaders Index Fund worth $1.1M as of Q2 2026.
- Level Four Advisory Services bought 8,290 First Trust Morningstar Dividend Leaders Index Fund shares in Q2 2026, an estimated $414K.
- First Trust Morningstar Dividend Leaders Index Fund made up 0.03% of Level Four Advisory Services's portfolio in Q2 2026, its #430 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 20 quarters since.
- Level Four Advisory Services's First Trust Morningstar Dividend Leaders Index Fund position peaked at $1.68M in Q4 2018.
- 495 funds tracked by Wall St. Rank held First Trust Morningstar Dividend Leaders Index Fund as of Q2 2026.
Based on Level Four Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.