Manchester Financial
FDL icon

Manchester Financial’s First Trust Morningstar Dividend Leaders Index Fund FDL Stock Holding History

Manchester Financial’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
Q3 		$14.6M Buy
296,840
+1,142
+0.4% +$58.9K 2.58% 12
2026
Q2 		$14.4M Sell
295,698
-19,948
-6% -$995K 2.56% 14
2026
Q1 		$16M Sell
315,646
-37,187
-11% -$1.82M 3.08% 11
2025
Q4 		$15.6M Buy
352,833
+50,679
+17% +$2.21M 2.93% 11
2025
Q3 		$13.1M Buy
302,154
+31,515
+12% +$1.37M 2.62% 11
2025
Q2 		$11.3M Buy
270,639
+34,501
+15% +$1.42M 2.37% 13
2025
Q1 		$10.3M Buy
236,138
+30,895
+15% +$1.31M 2.31% 10
2024
Q4 		$8.26M Buy
205,243
+35,208
+21% +$1.48M 1.81% 10
2024
Q3 		$7.13M Buy
170,035
+4,173
+3% +$168K 1.55% 12
2024
Q2 		$6.29M Buy
165,862
+24,998
+18% +$948K 1.55% 13
2024
Q1 		$5.42M Buy
140,864
+50,275
+55% +$1.84M 1.41% 13
2023
Q4 		$3.25M Sell
90,589
-5,500
-6% -$186K 0.91% 18
2023
Q3 		$3.21M Sell
96,089
-17,466
-15% -$605K 0.94% 17
2023
Q2 		$3.86M Sell
113,555
-53,080
-32% -$1.84M 1.1% 16
2023
Q1 		$5.92M Sell
166,635
-42
-0% -$1.54K 1.71% 12
2022
Q4 		$6.09M Buy
166,677
+7,021
+4% +$253K 1.65% 12
2022
Q3 		$5.13M Buy
+159,656
New +$5.7M 1.48% 13

Other funds holding FDL

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return
Csenge Advisory Group
Csenge Advisory Group Clearwater, Florida $2.53B AUM 18.15% 1-Year Est. Return
Private Advisor Group
Private Advisor Group Morristown, New Jersey $29.9B AUM 19.22% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $121B AUM 21.47% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Manchester Financial's FDL Position: Q3 2026 in Review

Manchester Financial increased its First Trust Morningstar Dividend Leaders Index Fund (FDL) stake by 0.39% in Q3 2026, buying an estimated $58.9K and bringing the position to 296,840 shares worth $14.6M. The position accounts for 2.58% of the portfolio, ranked #12.

Manchester Financial first reported a position in FDL in Q3 2022 and has held it in 17 quarters since. The position peaked at $16M in Q1 2026. 395 funds tracked by Wall St. Rank hold FDL as of Q3 2026.

  • Manchester Financial held 296,840 shares of First Trust Morningstar Dividend Leaders Index Fund worth $14.6M as of Q3 2026.
  • Manchester Financial bought 1,142 First Trust Morningstar Dividend Leaders Index Fund shares in Q3 2026, an estimated $58.9K.
  • First Trust Morningstar Dividend Leaders Index Fund made up 2.58% of Manchester Financial's portfolio in Q3 2026, its #12 holding.
  • Manchester Financial first reported a position in First Trust Morningstar Dividend Leaders Index Fund in Q3 2022 and has held it in 17 quarters since.
  • Manchester Financial's First Trust Morningstar Dividend Leaders Index Fund position peaked at $16M in Q1 2026.
  • 395 funds tracked by Wall St. Rank held First Trust Morningstar Dividend Leaders Index Fund as of Q3 2026.

Based on Manchester Financial's 13F filing for Q3 2026, filed 15 Oct 2026.