Meadow Creek Wealth Advisors’s First Trust Morningstar Dividend Leaders Index Fund FDL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$407K Buy
8,366
+368
+5% +$18.4K 0.25% 78
2026
Q1
$406K Buy
7,998
+1,748
+28% +$85.4K 0.26% 81
2025
Q4
$277K Sell
6,250
-1,838
-23% -$80K 0.18% 109
2025
Q3
$343K Buy
+8,088
New +$350K 0.23% 94

Other funds holding FDL

Meadow Creek Wealth Advisors's FDL Position: Q2 2026 in Review

Meadow Creek Wealth Advisors increased its First Trust Morningstar Dividend Leaders Index Fund (FDL) stake by 4.6% in Q2 2026, buying an estimated $18.4K and bringing the position to 8,366 shares worth $407K. The position accounts for 0.25% of the portfolio, ranked #78.

Meadow Creek Wealth Advisors first reported a position in FDL in Q3 2025 and has held it in 4 quarters since. 495 funds tracked by Wall St. Rank hold FDL as of Q2 2026.

  • Meadow Creek Wealth Advisors held 8,366 shares of First Trust Morningstar Dividend Leaders Index Fund worth $407K as of Q2 2026.
  • Meadow Creek Wealth Advisors bought 368 First Trust Morningstar Dividend Leaders Index Fund shares in Q2 2026, an estimated $18.4K.
  • First Trust Morningstar Dividend Leaders Index Fund made up 0.25% of Meadow Creek Wealth Advisors's portfolio in Q2 2026, its #78 holding.
  • Meadow Creek Wealth Advisors first reported a position in First Trust Morningstar Dividend Leaders Index Fund in Q3 2025 and has held it in 4 quarters since.
  • 495 funds tracked by Wall St. Rank held First Trust Morningstar Dividend Leaders Index Fund as of Q2 2026.

Based on Meadow Creek Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.