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

Moseley 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
Q1 		$5.17M Buy
101,801
+74,075
+267% +$3.62M 1.65% 17
2025
Q4 		$1.23M Buy
27,726
+14,012
+102% +$610K 0.38% 56
2025
Q3 		$595K Buy
13,714
+1,033
+8% +$44.8K 0.18% 86
2025
Q2 		$531K Hold
12,681
– – 0.18% 90
2025
Q1 		$551K Buy
12,681
+698
+6% +$29.5K 0.22% 81
2024
Q4 		$482K Buy
11,983
+535
+5% +$22.5K 0.19% 90
2024
Q3 		$480K Buy
11,448
+2,578
+29% +$104K 0.19% 93
2024
Q2 		$336K Sell
8,870
-30
-0.3% -$1.14K 0.16% 106
2024
Q1 		$342K Buy
8,900
+637
+8% +$23.3K 0.17% 100
2023
Q4 		$296K Buy
8,263
+771
+10% +$26.1K 0.16% 112
2023
Q3 		$251K Buy
7,492
+91
+1% +$3.15K 0.15% 124
2023
Q2 		$252K Buy
7,401
+500
+7% +$17.3K 0.15% 125
2023
Q1 		$245K Buy
6,901
+550
+9% +$20.1K 0.16% 126
2022
Q4 		$232K Buy
+6,351
New +$229K 0.17% 125

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

Moseley Investment Management's FDL Position: Q1 2026 in Review

Moseley Investment Management increased its First Trust Morningstar Dividend Leaders Index Fund (FDL) stake by 267% in Q1 2026, buying an estimated $3.62M and bringing the position to 101,801 shares worth $5.17M. The position accounts for 1.65% of the portfolio, ranked #17.

Moseley Investment Management first reported a position in FDL in Q4 2022 and has held it in 14 quarters since. 501 funds tracked by Wall St. Rank hold FDL as of Q1 2026.

  • Moseley Investment Management held 101,801 shares of First Trust Morningstar Dividend Leaders Index Fund worth $5.17M as of Q1 2026.
  • Moseley Investment Management bought 74,075 First Trust Morningstar Dividend Leaders Index Fund shares in Q1 2026, an estimated $3.62M.
  • First Trust Morningstar Dividend Leaders Index Fund made up 1.65% of Moseley Investment Management's portfolio in Q1 2026, its #17 holding.
  • Moseley Investment Management first reported a position in First Trust Morningstar Dividend Leaders Index Fund in Q4 2022 and has held it in 14 quarters since.
  • 501 funds tracked by Wall St. Rank held First Trust Morningstar Dividend Leaders Index Fund as of Q1 2026.

Based on Moseley Investment Management's 13F filing for Q1 2026, filed 21 Apr 2026.