MP
FDL icon

McDonald Partners’s First Trust Morningstar Dividend Leaders Index Fund FDL Stock Holding History

McDonald Partners’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 		$90K Buy
+1,850
New +$92.3K 0.02% 278

Other funds holding FDL

Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
RW
Rockport Wealth Fairview Park, Ohio $595M AUM 23.65% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
TPWA
TRUE Private Wealth Advisors Salem, Oregon $1.16B AUM 36.18% 1-Year Est. Return
SEP
Southland Equity Partners Wildwood, Missouri $571M AUM 22.77% 1-Year Est. Return
BFG
Beacon Financial Group Dallas, Texas $1.1B AUM 21.5% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return

McDonald Partners's FDL Position: Q2 2026 in Review

McDonald Partners opened a new position in First Trust Morningstar Dividend Leaders Index Fund (FDL) in Q2 2026: 1,850 shares worth $90K. The stake represents 0.02% of the portfolio and ranks #278 among its holdings.

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

  • McDonald Partners held 1,850 shares of First Trust Morningstar Dividend Leaders Index Fund worth $90K as of Q2 2026.
  • First Trust Morningstar Dividend Leaders Index Fund was a new McDonald Partners position in Q2 2026.
  • First Trust Morningstar Dividend Leaders Index Fund made up 0.02% of McDonald Partners's portfolio in Q2 2026, its #278 holding.
  • 186 funds tracked by Wall St. Rank held First Trust Morningstar Dividend Leaders Index Fund as of Q2 2026.

Based on McDonald Partners's 13F filing for Q2 2026, filed 28 Jul 2026.