Milestones Private Investment Advisors’s First Trust Morningstar Dividend Leaders Index Fund FDL Stock Holding History

Milestones Private Investment 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	$6.37M	Buy	131,010 +56,389	+76%	+$2.81M	5.08%	7
2026 Q1	$3.79M	Buy	74,621 +4,892	+7%	+$239K	3.34%	7
2025 Q4	$3.09M	Buy	69,729 +33,581	+93%	+$1.46M	2.13%	14
2025 Q3	$1.57M	Buy	36,148 +212	+0.6%	+$9.19K	1.07%	30
2025 Q2	$1.5M	Buy	+35,936	New	+$1.48M	1.11%	28

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

Milestones Private Investment Advisors's FDL Position: Q2 2026 in Review

Milestones Private Investment Advisors increased its First Trust Morningstar Dividend Leaders Index Fund (FDL) stake by 76% in Q2 2026, buying an estimated $2.81M and bringing the position to 131,010 shares worth $6.37M. The position accounts for 5.08% of the portfolio, ranked #7.

Milestones Private Investment Advisors first reported a position in FDL in Q2 2025 and has held it in 5 quarters since. 494 funds tracked by Wall St. Rank hold FDL as of Q2 2026.

Milestones Private Investment Advisors held 131,010 shares of First Trust Morningstar Dividend Leaders Index Fund worth $6.37M as of Q2 2026.
Milestones Private Investment Advisors bought 56,389 First Trust Morningstar Dividend Leaders Index Fund shares in Q2 2026, an estimated $2.81M.
First Trust Morningstar Dividend Leaders Index Fund made up 5.08% of Milestones Private Investment Advisors's portfolio in Q2 2026, its #7 holding.
Milestones Private Investment Advisors first reported a position in First Trust Morningstar Dividend Leaders Index Fund in Q2 2025 and has held it in 5 quarters since.
494 funds tracked by Wall St. Rank held First Trust Morningstar Dividend Leaders Index Fund as of Q2 2026.

Based on Milestones Private Investment Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.