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Regatta Research & Money Management’s First Trust Morningstar Dividend Leaders Index Fund FDL Stock Holding History

Regatta Research & Money Management’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 		$14.5K Buy
+298
New +$14.9K 0.01% 443

Other funds holding FDL

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
CAG
Csenge Advisory Group Clearwater, Florida $2.47B AUM 24.93% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
RW
Rockport Wealth Fairview Park, Ohio $595M AUM 23.65% 1-Year Est. Return

Regatta Research & Money Management's FDL Position: Q2 2026 in Review

Regatta Research & Money Management opened a new position in First Trust Morningstar Dividend Leaders Index Fund (FDL) in Q2 2026: 298 shares worth $14.5K. The stake represents 0.01% of the portfolio and ranks #443 among its holdings.

399 funds tracked by Wall St. Rank hold FDL as of Q2 2026.

  • Regatta Research & Money Management held 298 shares of First Trust Morningstar Dividend Leaders Index Fund worth $14.5K as of Q2 2026.
  • First Trust Morningstar Dividend Leaders Index Fund was a new Regatta Research & Money Management position in Q2 2026.
  • First Trust Morningstar Dividend Leaders Index Fund made up 0.01% of Regatta Research & Money Management's portfolio in Q2 2026, its #443 holding.
  • 399 funds tracked by Wall St. Rank held First Trust Morningstar Dividend Leaders Index Fund as of Q2 2026.

Based on Regatta Research & Money Management's 13F filing for Q2 2026, filed 12 Aug 2026.