Mercer Global Advisors
FDL icon

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
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 $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Mercer Global Advisors's FDL Position: Q1 2026 in Review

Mercer Global Advisors increased its First Trust Morningstar Dividend Leaders Index Fund (FDL) stake by 26% in Q1 2026, buying an estimated $149K and bringing the position to 14,685 shares worth $746K. The position accounts for ﹤0.01% of the portfolio, ranked #1721.

Mercer Global Advisors first reported a position in FDL in Q3 2020 and has held it in 16 quarters since. The position peaked at $5.4M in Q4 2022. 501 funds tracked by Wall St. Rank hold FDL as of Q1 2026.

  • Mercer Global Advisors held 14,685 shares of First Trust Morningstar Dividend Leaders Index Fund worth $746K as of Q1 2026.
  • Mercer Global Advisors bought 3,047 First Trust Morningstar Dividend Leaders Index Fund shares in Q1 2026, an estimated $149K.
  • First Trust Morningstar Dividend Leaders Index Fund made up ﹤0.01% of Mercer Global Advisors's portfolio in Q1 2026, its #1721 holding.
  • Mercer Global Advisors first reported a position in First Trust Morningstar Dividend Leaders Index Fund in Q3 2020 and has held it in 16 quarters since.
  • Mercer Global Advisors's First Trust Morningstar Dividend Leaders Index Fund position peaked at $5.4M in Q4 2022.
  • 501 funds tracked by Wall St. Rank held First Trust Morningstar Dividend Leaders Index Fund as of Q1 2026.

Based on Mercer Global Advisors's 13F filing for Q1 2026, filed 15 May 2026.