MSH Capital Advisors’s First Trust Morningstar Dividend Leaders Index Fund FDL Stock Holding History
Bought
Maintained
Sold
Other funds holding FDL
MSH Capital Advisors's FDL Position: Q1 2026 in Review
MSH Capital Advisors reduced its First Trust Morningstar Dividend Leaders Index Fund (FDL) stake by 16% in Q1 2026, selling an estimated $42.8K and leaving 4,710 shares worth $239K. The position accounts for 0.05% of the portfolio, ranked #246.
MSH Capital Advisors first reported a position in FDL in Q4 2025 and has held it in 2 quarters since. The position peaked at $248K in Q4 2025. 501 funds tracked by Wall St. Rank hold FDL as of Q1 2026.
- MSH Capital Advisors held 4,710 shares of First Trust Morningstar Dividend Leaders Index Fund worth $239K as of Q1 2026.
- MSH Capital Advisors sold 876 First Trust Morningstar Dividend Leaders Index Fund shares in Q1 2026, an estimated $42.8K.
- First Trust Morningstar Dividend Leaders Index Fund made up 0.05% of MSH Capital Advisors's portfolio in Q1 2026, its #246 holding.
- MSH Capital Advisors first reported a position in First Trust Morningstar Dividend Leaders Index Fund in Q4 2025 and has held it in 2 quarters since.
- MSH Capital Advisors's First Trust Morningstar Dividend Leaders Index Fund position peaked at $248K in Q4 2025.
- 501 funds tracked by Wall St. Rank held First Trust Morningstar Dividend Leaders Index Fund as of Q1 2026.
Based on MSH Capital Advisors's 13F filing for Q1 2026, filed 11 May 2026.