Moisand Fitzgerald Tamayo’s First Trust Morningstar Dividend Leaders Index Fund FDL Stock Holding History

Moisand Fitzgerald Tamayo’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	$45K	Hold	925	–	–	﹤0.01%	217
2026 Q1	$47K	Hold	925	–	–	0.01%	203
2025 Q4	$41K	Hold	925	–	–	﹤0.01%	219
2025 Q3	$40.2K	Hold	925	–	–	﹤0.01%	222
2025 Q2	$38.7K	Hold	925	–	–	﹤0.01%	220
2025 Q1	$40.2K	Hold	925	–	–	0.01%	211
2024 Q4	$37.2K	Hold	925	–	–	0.01%	216
2024 Q3	$38.8K	Buy	+925	New	+$37.3K	0.01%	216
2020 Q3	–	Sell	-315	Closed	-$8K	–	335
2020 Q2	$8K	Hold	315	–	–	﹤0.01%	193
2020 Q1	$7K	Sell	315 -2,402	-88%	-$69.3K	﹤0.01%	186
2019 Q4	$89K	Hold	2,717	–	–	0.05%	101
2019 Q3	$84K	Hold	2,717	–	–	0.05%	100
2019 Q2	$83K	Hold	2,717	–	–	0.05%	102
2019 Q1	$82K	Hold	2,717	–	–	0.05%	105
2018 Q4	$74K	Hold	2,717	–	–	0.05%	103
2018 Q3	$81K	Hold	2,717	–	–	0.05%	105
2018 Q2	$78K	Hold	2,717	–	–	0.05%	105
2018 Q1	$77K	Hold	2,717	–	–	0.05%	108
2017 Q4	$82K	Hold	2,717	–	–	0.05%	93
2017 Q3	$79K	Buy	+2,717	New	+$77.2K	0.05%	98
2016 Q2	–	Sell	-2,717	Closed	-$70K	–	101
2016 Q1	$70K	Hold	2,717	–	–	0.06%	84
2015 Q4	$64K	Buy	+2,717	New	+$64.2K	0.06%	82

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

Moisand Fitzgerald Tamayo's FDL Position: Q2 2026 in Review

Moisand Fitzgerald Tamayo held its First Trust Morningstar Dividend Leaders Index Fund (FDL) position steady in Q2 2026 at 925 shares worth $45K. The position accounts for ﹤0.01% of the portfolio, ranked #217.

Moisand Fitzgerald Tamayo first reported a position in FDL in Q4 2015 and has held it in 22 quarters since. The position peaked at $89K in Q4 2019. 495 funds tracked by Wall St. Rank hold FDL as of Q2 2026.

Moisand Fitzgerald Tamayo held 925 shares of First Trust Morningstar Dividend Leaders Index Fund worth $45K as of Q2 2026.
Moisand Fitzgerald Tamayo 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 Moisand Fitzgerald Tamayo's portfolio in Q2 2026, its #217 holding.
Moisand Fitzgerald Tamayo first reported a position in First Trust Morningstar Dividend Leaders Index Fund in Q4 2015 and has held it in 22 quarters since.
Moisand Fitzgerald Tamayo's First Trust Morningstar Dividend Leaders Index Fund position peaked at $89K in Q4 2019.
495 funds tracked by Wall St. Rank held First Trust Morningstar Dividend Leaders Index Fund as of Q2 2026.

Based on Moisand Fitzgerald Tamayo's 13F filing for Q2 2026, filed 13 Jul 2026.