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: Q2 2026 in Review
MSH Capital Advisors increased its First Trust Morningstar Dividend Leaders Index Fund (FDL) stake by 309% in Q2 2026, buying an estimated $727K and bringing the position to 19,287 shares worth $939K. The position accounts for 0.16% of the portfolio, ranked #129.
MSH Capital Advisors first reported a position in FDL in Q4 2025 and has held it in 3 quarters since. 495 funds tracked by Wall St. Rank hold FDL as of Q2 2026.
- MSH Capital Advisors held 19,287 shares of First Trust Morningstar Dividend Leaders Index Fund worth $939K as of Q2 2026.
- MSH Capital Advisors bought 14,577 First Trust Morningstar Dividend Leaders Index Fund shares in Q2 2026, an estimated $727K.
- First Trust Morningstar Dividend Leaders Index Fund made up 0.16% of MSH Capital Advisors's portfolio in Q2 2026, its #129 holding.
- MSH Capital Advisors first reported a position in First Trust Morningstar Dividend Leaders Index Fund in Q4 2025 and has held it in 3 quarters since.
- 495 funds tracked by Wall St. Rank held First Trust Morningstar Dividend Leaders Index Fund as of Q2 2026.
Based on MSH Capital Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.