Medallion Wealth Advisors’s First Trust Morningstar Dividend Leaders Index Fund FDL Stock Holding History
Bought
Maintained
Sold
Other funds holding FDL
Medallion Wealth Advisors's FDL Position: Q1 2026 in Review
Medallion Wealth Advisors reduced its First Trust Morningstar Dividend Leaders Index Fund (FDL) stake by 2.1% in Q1 2026, selling an estimated $1.22K and leaving 1,179 shares worth $59.9K. The position accounts for 0.02% of the portfolio, ranked #443.
Medallion Wealth Advisors first reported a position in FDL in Q4 2024 and has held it in 6 quarters since. The position peaked at $99.2K in Q4 2024. 502 funds tracked by Wall St. Rank hold FDL as of Q1 2026.
- Medallion Wealth Advisors held 1,179 shares of First Trust Morningstar Dividend Leaders Index Fund worth $59.9K as of Q1 2026.
- Medallion Wealth Advisors sold 25 First Trust Morningstar Dividend Leaders Index Fund shares in Q1 2026, an estimated $1.22K.
- First Trust Morningstar Dividend Leaders Index Fund made up 0.02% of Medallion Wealth Advisors's portfolio in Q1 2026, its #443 holding.
- Medallion Wealth Advisors first reported a position in First Trust Morningstar Dividend Leaders Index Fund in Q4 2024 and has held it in 6 quarters since.
- Medallion Wealth Advisors's First Trust Morningstar Dividend Leaders Index Fund position peaked at $99.2K in Q4 2024.
- 502 funds tracked by Wall St. Rank held First Trust Morningstar Dividend Leaders Index Fund as of Q1 2026.
Based on Medallion Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.