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

MMBG 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	$438K	Hold	9,000	–	–	0.03%	142
2026 Q1	$457K	Hold	9,000	–	–	0.04%	137
2025 Q4	$399K	Buy	+9,000	New	+$392K	0.03%	145

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

MMBG Investment Advisors's FDL Position: Q2 2026 in Review

MMBG Investment Advisors held its First Trust Morningstar Dividend Leaders Index Fund (FDL) position steady in Q2 2026 at 9,000 shares worth $438K. The position accounts for 0.03% of the portfolio, ranked #142.

MMBG Investment Advisors first reported a position in FDL in Q4 2025 and has held it in 3 quarters since. The position peaked at $457K in Q1 2026. 495 funds tracked by Wall St. Rank hold FDL as of Q2 2026.

MMBG Investment Advisors held 9,000 shares of First Trust Morningstar Dividend Leaders Index Fund worth $438K as of Q2 2026.
MMBG Investment Advisors left its First Trust Morningstar Dividend Leaders Index Fund share count unchanged in Q2 2026.
First Trust Morningstar Dividend Leaders Index Fund made up 0.03% of MMBG Investment Advisors's portfolio in Q2 2026, its #142 holding.
MMBG Investment Advisors first reported a position in First Trust Morningstar Dividend Leaders Index Fund in Q4 2025 and has held it in 3 quarters since.
MMBG Investment Advisors's First Trust Morningstar Dividend Leaders Index Fund position peaked at $457K in Q1 2026.
495 funds tracked by Wall St. Rank held First Trust Morningstar Dividend Leaders Index Fund as of Q2 2026.

Based on MMBG Investment Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.