New England Private Wealth Advisors’s First Trust Morningstar Dividend Leaders Index Fund FDL Stock Holding History
Bought
Maintained
Sold
Other funds holding FDL
New England Private Wealth Advisors's FDL Position: Q2 2026 in Review
New England Private Wealth Advisors increased its First Trust Morningstar Dividend Leaders Index Fund (FDL) stake by 7.5% in Q2 2026, buying an estimated $90.5K and bringing the position to 26,008 shares worth $1.34M. The position accounts for 0.13% of the portfolio, ranked #102.
New England Private Wealth Advisors first reported a position in FDL in Q2 2025 and has held it in 5 quarters since. 495 funds tracked by Wall St. Rank hold FDL as of Q2 2026.
- New England Private Wealth Advisors held 26,008 shares of First Trust Morningstar Dividend Leaders Index Fund worth $1.34M as of Q2 2026.
- New England Private Wealth Advisors bought 1,814 First Trust Morningstar Dividend Leaders Index Fund shares in Q2 2026, an estimated $90.5K.
- First Trust Morningstar Dividend Leaders Index Fund made up 0.13% of New England Private Wealth Advisors's portfolio in Q2 2026, its #102 holding.
- New England Private Wealth Advisors first reported a position in First Trust Morningstar Dividend Leaders Index Fund in Q2 2025 and has held it in 5 quarters since.
- 495 funds tracked by Wall St. Rank held First Trust Morningstar Dividend Leaders Index Fund as of Q2 2026.
Based on New England Private Wealth Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.