Mutual Advisors’s First Trust Morningstar Dividend Leaders Index Fund FDL Stock Holding History
Bought
Maintained
Sold
Other funds holding FDL
Mutual Advisors's FDL Position: Q1 2026 in Review
Mutual Advisors increased its First Trust Morningstar Dividend Leaders Index Fund (FDL) stake by 7.6% in Q1 2026, buying an estimated $26K and bringing the position to 7,516 shares worth $382K. The position accounts for 0.01% of the portfolio, ranked #1017.
Mutual Advisors first reported a position in FDL in Q3 2022 and has held it in 15 quarters since. The position peaked at $677K in Q2 2023. 501 funds tracked by Wall St. Rank hold FDL as of Q1 2026.
- Mutual Advisors held 7,516 shares of First Trust Morningstar Dividend Leaders Index Fund worth $382K as of Q1 2026.
- Mutual Advisors bought 532 First Trust Morningstar Dividend Leaders Index Fund shares in Q1 2026, an estimated $26K.
- First Trust Morningstar Dividend Leaders Index Fund made up 0.01% of Mutual Advisors's portfolio in Q1 2026, its #1017 holding.
- Mutual Advisors first reported a position in First Trust Morningstar Dividend Leaders Index Fund in Q3 2022 and has held it in 15 quarters since.
- Mutual Advisors's First Trust Morningstar Dividend Leaders Index Fund position peaked at $677K in Q2 2023.
- 501 funds tracked by Wall St. Rank held First Trust Morningstar Dividend Leaders Index Fund as of Q1 2026.
Based on Mutual Advisors's 13F filing for Q1 2026, filed 4 May 2026.