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

Mount Yale 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
Q1 		$684K Buy
13,464
+2,861
+27% +$140K 0.02% 616
2025
Q4 		$470K Sell
10,603
-36,508
-77% -$1.59M 0.02% 474
2025
Q3 		$2.05M Buy
+47,111
New +$2.04M 0.14% 158

Other funds holding FDL

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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

Mount Yale Investment Advisors's FDL Position: Q1 2026 in Review

Mount Yale Investment Advisors increased its First Trust Morningstar Dividend Leaders Index Fund (FDL) stake by 27% in Q1 2026, buying an estimated $140K and bringing the position to 13,464 shares worth $684K. The position accounts for 0.02% of the portfolio, ranked #616.

Mount Yale Investment Advisors first reported a position in FDL in Q3 2025 and has held it in 3 quarters since. The position peaked at $2.05M in Q3 2025. 503 funds tracked by Wall St. Rank hold FDL as of Q1 2026.

  • Mount Yale Investment Advisors held 13,464 shares of First Trust Morningstar Dividend Leaders Index Fund worth $684K as of Q1 2026.
  • Mount Yale Investment Advisors bought 2,861 First Trust Morningstar Dividend Leaders Index Fund shares in Q1 2026, an estimated $140K.
  • First Trust Morningstar Dividend Leaders Index Fund made up 0.02% of Mount Yale Investment Advisors's portfolio in Q1 2026, its #616 holding.
  • Mount Yale Investment Advisors first reported a position in First Trust Morningstar Dividend Leaders Index Fund in Q3 2025 and has held it in 3 quarters since.
  • Mount Yale Investment Advisors's First Trust Morningstar Dividend Leaders Index Fund position peaked at $2.05M in Q3 2025.
  • 503 funds tracked by Wall St. Rank held First Trust Morningstar Dividend Leaders Index Fund as of Q1 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.