Mercer Global Advisors
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Mercer Global Advisors’s First Trust Morningstar Dividend Leaders Index Fund FDL Stock Holding History

Mercer Global 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 		$718K Buy
14,748
+63
+0.4% +$3.14K ﹤0.01% 1997
2026
Q1 		$746K Buy
14,685
+3,047
+26% +$149K ﹤0.01% 1721
2025
Q4 		$516K Sell
11,638
-4,424
-28% -$193K ﹤0.01% 1839
2025
Q3 		$697K Buy
16,062
+5,708
+55% +$247K ﹤0.01% 1555
2025
Q2 		$434K Sell
10,354
-2,827
-21% -$117K ﹤0.01% 1638
2025
Q1 		$573K Buy
13,181
+4,037
+44% +$171K ﹤0.01% 1395
2024
Q4 		$368K Sell
9,144
-4,263
-32% -$179K ﹤0.01% 1625
2024
Q3 		$560K Buy
13,407
+1,092
+9% +$44.1K ﹤0.01% 1280
2024
Q2 		$467K Buy
12,315
+70
+0.6% +$2.66K ﹤0.01% 1340
2024
Q1 		$471K Sell
12,245
-191
-2% -$6.99K ﹤0.01% 1316
2023
Q4 		$446K Sell
12,436
-3,879
-24% -$131K ﹤0.01% 1388
2023
Q3 		$546K Sell
16,315
-32,171
-66% -$1.12M ﹤0.01% 1201
2023
Q2 		$1.65M Sell
48,486
-4,716
-9% -$163K 0.01% 788
2023
Q1 		$1.89M Sell
53,202
-94,514
-64% -$3.46M 0.01% 695
2022
Q4 		$5.4M Buy
+147,716
New +$5.32M 0.03% 404
2021
Q1 		– Sell
-8,287
Closed -$245K – 1640
2020
Q4 		$245K Hold
8,287
– – ﹤0.01% 1153
2020
Q3 		$216K Buy
+8,287
New +$220K ﹤0.01% 1088

Other funds holding FDL

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Mercer Global Advisors's FDL Position: Q2 2026 in Review

Mercer Global Advisors increased its First Trust Morningstar Dividend Leaders Index Fund (FDL) stake by 0.43% in Q2 2026, buying an estimated $3.14K and bringing the position to 14,748 shares worth $718K. The position accounts for ﹤0.01% of the portfolio, ranked #1997.

Mercer Global Advisors first reported a position in FDL in Q3 2020 and has held it in 17 quarters since. The position peaked at $5.4M in Q4 2022. 495 funds tracked by Wall St. Rank hold FDL as of Q2 2026.

  • Mercer Global Advisors held 14,748 shares of First Trust Morningstar Dividend Leaders Index Fund worth $718K as of Q2 2026.
  • Mercer Global Advisors bought 63 First Trust Morningstar Dividend Leaders Index Fund shares in Q2 2026, an estimated $3.14K.
  • First Trust Morningstar Dividend Leaders Index Fund made up ﹤0.01% of Mercer Global Advisors's portfolio in Q2 2026, its #1997 holding.
  • Mercer Global Advisors first reported a position in First Trust Morningstar Dividend Leaders Index Fund in Q3 2020 and has held it in 17 quarters since.
  • Mercer Global Advisors's First Trust Morningstar Dividend Leaders Index Fund position peaked at $5.4M in Q4 2022.
  • 495 funds tracked by Wall St. Rank held First Trust Morningstar Dividend Leaders Index Fund as of Q2 2026.

Based on Mercer Global Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.