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

Mayflower Financial 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	$252K	Hold	5,174	–	–	0.02%	416
2026 Q1	$263K	Buy	+5,174	New	+$253K	0.03%	378
2023 Q2	–	Sell	-7,475	Closed	-$265K	–	360
2023 Q1	$265K	Buy	7,475 +950	+15%	+$34.8K	0.03%	284
2022 Q4	$239K	Buy	+6,525	New	+$235K	0.03%	298

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

Mayflower Financial Advisors's FDL Position: Q2 2026 in Review

Mayflower Financial Advisors held its First Trust Morningstar Dividend Leaders Index Fund (FDL) position steady in Q2 2026 at 5,174 shares worth $252K. The position accounts for 0.02% of the portfolio, ranked #416.

Mayflower Financial Advisors first reported a position in FDL in Q4 2022 and has held it in 4 quarters since. The position peaked at $265K in Q1 2023. 495 funds tracked by Wall St. Rank hold FDL as of Q2 2026.

Mayflower Financial Advisors held 5,174 shares of First Trust Morningstar Dividend Leaders Index Fund worth $252K as of Q2 2026.
Mayflower Financial Advisors left its First Trust Morningstar Dividend Leaders Index Fund share count unchanged in Q2 2026.
First Trust Morningstar Dividend Leaders Index Fund made up 0.02% of Mayflower Financial Advisors's portfolio in Q2 2026, its #416 holding.
Mayflower Financial Advisors first reported a position in First Trust Morningstar Dividend Leaders Index Fund in Q4 2022 and has held it in 4 quarters since.
Mayflower Financial Advisors's First Trust Morningstar Dividend Leaders Index Fund position peaked at $265K in Q1 2023.
495 funds tracked by Wall St. Rank held First Trust Morningstar Dividend Leaders Index Fund as of Q2 2026.

Based on Mayflower Financial Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.