Mesirow Financial Investment Management’s First Trust Morningstar Dividend Leaders Index Fund FDL Stock Holding History

Mesirow Financial Investment Management’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	$563K	Hold	11,571	–	–	0.01%	352
2026 Q1	$588K	Hold	11,571	–	–	0.01%	336
2025 Q4	$513K	Sell	11,571 -520	-4%	-$22.6K	0.01%	325
2025 Q3	$525K	Hold	12,091	–	–	0.01%	366
2025 Q2	$506K	Hold	12,091	–	–	0.01%	364
2025 Q1	$525K	Hold	12,091	–	–	0.01%	344
2024 Q4	$487K	Hold	12,091	–	–	0.01%	357
2024 Q3	$507K	Hold	12,091	–	–	0.01%	360
2024 Q2	$459K	Sell	12,091 -125	-1%	-$4.74K	0.01%	344
2024 Q1	$470K	Hold	12,216	–	–	0.01%	347
2023 Q4	$438K	Buy	+12,216	New	+$414K	0.02%	328

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

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 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

Mesirow Financial Investment Management's FDL Position: Q2 2026 in Review

Mesirow Financial Investment Management held its First Trust Morningstar Dividend Leaders Index Fund (FDL) position steady in Q2 2026 at 11,571 shares worth $563K. The position accounts for 0.01% of the portfolio, ranked #352.

Mesirow Financial Investment Management first reported a position in FDL in Q4 2023 and has held it in 11 quarters since. The position peaked at $588K in Q1 2026. 495 funds tracked by Wall St. Rank hold FDL as of Q2 2026.

Mesirow Financial Investment Management held 11,571 shares of First Trust Morningstar Dividend Leaders Index Fund worth $563K as of Q2 2026.
Mesirow Financial Investment Management left its First Trust Morningstar Dividend Leaders Index Fund share count unchanged in Q2 2026.
First Trust Morningstar Dividend Leaders Index Fund made up 0.01% of Mesirow Financial Investment Management's portfolio in Q2 2026, its #352 holding.
Mesirow Financial Investment Management first reported a position in First Trust Morningstar Dividend Leaders Index Fund in Q4 2023 and has held it in 11 quarters since.
Mesirow Financial Investment Management's First Trust Morningstar Dividend Leaders Index Fund position peaked at $588K in Q1 2026.
495 funds tracked by Wall St. Rank held First Trust Morningstar Dividend Leaders Index Fund as of Q2 2026.

Based on Mesirow Financial Investment Management's 13F filing for Q2 2026, filed 22 Jul 2026.