Lido Advisors’s First Trust Morningstar Dividend Leaders Index Fund FDL Stock Holding History

Lido 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	–	Sell	-4,030	Closed	-$205K	–	2179
2026 Q1	$205K	Buy	+4,030	New	+$197K	﹤0.01%	1767
2023 Q3	–	Sell	-8,836	Closed	-$301K	–	1257
2023 Q2	$301K	Sell	8,836 -1	-0%	-$35	﹤0.01%	932
2023 Q1	$314K	Sell	8,837 -2,516	-22%	-$92K	﹤0.01%	857
2022 Q4	$415K	Buy	+11,353	New	+$409K	0.01%	669

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

Lido Advisors's FDL Position: Q2 2026 in Review

Lido Advisors sold out of First Trust Morningstar Dividend Leaders Index Fund (FDL) in Q2 2026, closing a stake of 4,030 shares — an estimated $205K sold.

Lido Advisors first reported a position in FDL in Q4 2022 and held it in 4 quarters. The position peaked at $415K in Q4 2022. 495 funds tracked by Wall St. Rank hold FDL as of Q2 2026.

Lido Advisors reported no remaining First Trust Morningstar Dividend Leaders Index Fund position as of Q2 2026 after selling out during the quarter.
Lido Advisors sold 4,030 First Trust Morningstar Dividend Leaders Index Fund shares in Q2 2026, an estimated $205K.
Lido Advisors first reported a position in First Trust Morningstar Dividend Leaders Index Fund in Q4 2022 and held it in 4 quarters.
Lido Advisors's First Trust Morningstar Dividend Leaders Index Fund position peaked at $415K in Q4 2022.
495 funds tracked by Wall St. Rank held First Trust Morningstar Dividend Leaders Index Fund as of Q2 2026.

Based on Lido Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.