McIlrath & Eck’s First Trust Morningstar Dividend Leaders Index Fund FDL Stock Holding History

McIlrath & Eck’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 Q1	$10.2K	Hold	200	–	–	﹤0.01%	1045
2025 Q4	$8.87K	Hold	200	–	–	﹤0.01%	671
2025 Q3	$8.68K	Hold	200	–	–	﹤0.01%	655
2025 Q2	$8.37K	Hold	200	–	–	﹤0.01%	623
2025 Q1	$8.69K	Hold	200	–	–	﹤0.01%	626
2024 Q4	$8.05K	Hold	200	–	–	﹤0.01%	662
2024 Q3	$8.39K	Hold	200	–	–	﹤0.01%	661
2024 Q2	$7.59K	Hold	200	–	–	﹤0.01%	647
2024 Q1	$7.7K	Hold	200	–	–	﹤0.01%	644
2023 Q4	$7.18K	Hold	200	–	–	﹤0.01%	613
2023 Q3	$6.69K	Hold	200	–	–	﹤0.01%	605
2023 Q2	$6.8K	Hold	200	–	–	﹤0.01%	616
2023 Q1	$7.1K	Hold	200	–	–	﹤0.01%	606
2022 Q4	$7.31K	Hold	200	–	–	﹤0.01%	582
2022 Q3	$6K	Hold	200	–	–	﹤0.01%	606
2022 Q2	$7K	Hold	200	–	–	﹤0.01%	562
2022 Q1	$7K	Hold	200	–	–	﹤0.01%	580
2021 Q4	$7K	Hold	200	–	–	﹤0.01%	584
2021 Q3	$7K	Hold	200	–	–	﹤0.01%	573
2021 Q2	$7K	Hold	200	–	–	﹤0.01%	574
2021 Q1	$7K	Hold	200	–	–	﹤0.01%	534
2020 Q4	$6K	Hold	200	–	–	﹤0.01%	495
2020 Q3	$5K	Hold	200	–	–	﹤0.01%	478
2020 Q2	$5K	Hold	200	–	–	﹤0.01%	464
2020 Q1	$4K	Hold	200	–	–	﹤0.01%	468
2019 Q4	$7K	Hold	200	–	–	﹤0.01%	430
2019 Q3	$6K	Hold	200	–	–	﹤0.01%	428
2019 Q2	$6K	Hold	200	–	–	﹤0.01%	421
2019 Q1	$6K	Hold	200	–	–	﹤0.01%	421
2018 Q4	$5K	Hold	200	–	–	﹤0.01%	368
2018 Q3	$6K	Buy	+200	New	+$5.89K	﹤0.01%	356

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 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

McIlrath & Eck's FDL Position: Q1 2026 in Review

McIlrath & Eck held its First Trust Morningstar Dividend Leaders Index Fund (FDL) position steady in Q1 2026 at 200 shares worth $10.2K. The position accounts for ﹤0.01% of the portfolio, ranked #1045.

McIlrath & Eck first reported a position in FDL in Q3 2018 and has held it in 31 quarters since. 504 funds tracked by Wall St. Rank hold FDL as of Q1 2026.

McIlrath & Eck held 200 shares of First Trust Morningstar Dividend Leaders Index Fund worth $10.2K as of Q1 2026.
McIlrath & Eck left its First Trust Morningstar Dividend Leaders Index Fund share count unchanged in Q1 2026.
First Trust Morningstar Dividend Leaders Index Fund made up ﹤0.01% of McIlrath & Eck's portfolio in Q1 2026, its #1045 holding.
McIlrath & Eck first reported a position in First Trust Morningstar Dividend Leaders Index Fund in Q3 2018 and has held it in 31 quarters since.
504 funds tracked by Wall St. Rank held First Trust Morningstar Dividend Leaders Index Fund as of Q1 2026.

Based on McIlrath & Eck's 13F filing for Q1 2026, filed 19 May 2026.