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 Q2	$665K	Buy	13,659 +195	+1%	+$9.73K	0.01%	693
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 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

Mount Yale Investment Advisors's FDL Position: Q2 2026 in Review

Mount Yale Investment Advisors increased its First Trust Morningstar Dividend Leaders Index Fund (FDL) stake by 1.4% in Q2 2026, buying an estimated $9.73K and bringing the position to 13,659 shares worth $665K. The position accounts for 0.01% of the portfolio, ranked #693.

Mount Yale Investment Advisors first reported a position in FDL in Q3 2025 and has held it in 4 quarters since. The position peaked at $2.05M in Q3 2025. 495 funds tracked by Wall St. Rank hold FDL as of Q2 2026.

Mount Yale Investment Advisors held 13,659 shares of First Trust Morningstar Dividend Leaders Index Fund worth $665K as of Q2 2026.
Mount Yale Investment Advisors bought 195 First Trust Morningstar Dividend Leaders Index Fund shares in Q2 2026, an estimated $9.73K.
First Trust Morningstar Dividend Leaders Index Fund made up 0.01% of Mount Yale Investment Advisors's portfolio in Q2 2026, its #693 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 4 quarters since.
Mount Yale Investment Advisors's First Trust Morningstar Dividend Leaders Index Fund position peaked at $2.05M in Q3 2025.
495 funds tracked by Wall St. Rank held First Trust Morningstar Dividend Leaders Index Fund as of Q2 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.