NewEdge Advisors’s First Trust Morningstar Dividend Leaders Index Fund FDL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $6.21M | Buy |
127,637
+2,014
| +2% | +$101K | 0.02% | 688 |
|
|
2026
Q1 | $6.38M | Buy |
125,623
+2,894
| +2% | +$141K | 0.02% | 600 |
|
|
2025
Q4 | $5.44M | Sell |
122,729
-26,983
| -18% | -$1.18M | 0.02% | 624 |
|
|
2025
Q3 | $6.5M | Buy |
149,712
+23,381
| +19% | +$1.01M | 0.03% | 532 |
|
|
2025
Q2 | $5.29M | Buy |
126,331
+21,522
| +21% | +$889K | 0.03% | 551 |
|
|
2025
Q1 | $4.55M | Buy |
104,809
+7,350
| +8% | +$311K | 0.03% | 537 |
|
|
2024
Q4 | $3.92M | Sell |
97,459
-14,332
| -13% | -$602K | 0.02% | 582 |
|
|
2024
Q3 | $4.69M | Sell |
111,791
-12,525
| -10% | -$505K | 0.03% | 497 |
|
|
2024
Q2 | $4.72M | Sell |
124,316
-10,338
| -8% | -$392K | 0.03% | 464 |
|
|
2024
Q1 | $5.18M | Sell |
134,654
-5,833
| -4% | -$214K | 0.05% | 383 |
|
|
2023
Q4 | $5.05M | Sell |
140,487
-36,850
| -21% | -$1.25M | 0.05% | 348 |
|
|
2023
Q3 | $5.93M | Sell |
177,337
-27,131
| -13% | -$940K | 0.07% | 290 |
|
|
2023
Q2 | $6.95M | Sell |
204,468
-181,845
| -47% | -$6.3M | 0.08% | 248 |
|
|
2023
Q1 | $13.7M | Buy |
386,313
+163,109
| +73% | +$5.97M | 0.17% | 133 |
|
|
2022
Q4 | $2.66M | Buy |
223,204
+24,490
| +12% | +$883K | 0.07% | 282 |
|
|
2022
Q3 | $6.38M | Buy |
198,714
+107,439
| +118% | +$3.84M | 0.1% | 202 |
|
|
2022
Q2 | $3.21M | Buy |
91,275
+57,308
| +169% | +$2.15M | 0.05% | 325 |
|
|
2022
Q1 | $1.27M | Buy |
33,967
+8,486
| +33% | +$309K | 0.02% | 561 |
|
|
2021
Q4 | $906K | Buy |
25,481
+12,669
| +99% | +$432K | 0.01% | 781 |
|
|
2021
Q3 | $420K | Buy |
12,812
+508
| +4% | +$17K | 0.01% | 796 |
|
|
2021
Q2 | $408K | Sell |
12,304
-1,807
| -13% | -$61.4K | 0.01% | 800 |
|
|
2021
Q1 | $462K | Sell |
14,111
-193
| -1% | -$5.99K | 0.01% | 681 |
|
|
2020
Q4 | $423K | Sell |
14,304
-8,463
| -37% | -$239K | 0.01% | 660 |
|
|
2020
Q3 | $594K | Buy |
22,767
+6,046
| +36% | +$160K | 0.02% | 518 |
|
|
2020
Q2 | $424K | Sell |
16,721
-16,448
| -50% | -$409K | 0.02% | 584 |
|
|
2020
Q1 | $741K | Sell |
33,169
-4,308
| -11% | -$124K | 0.04% | 368 |
|
|
2019
Q4 | $1.22M | Sell |
37,477
-2,269
| -6% | -$72.2K | 0.05% | 322 |
|
|
2019
Q3 | $1.23M | Sell |
39,746
-953
| -2% | -$29.1K | 0.05% | 306 |
|
|
2019
Q2 | $1.25M | Buy |
40,699
+1,201
| +3% | +$36.3K | 0.08% | 248 |
|
|
2019
Q1 | $1.19M | Buy |
39,498
+2,154
| +6% | +$62.5K | 0.08% | 249 |
|
|
2018
Q4 | $1.02M | Sell |
37,344
-1,277
| -3% | -$37.1K | 0.07% | 250 |
|
|
2018
Q3 | $1.15M | Buy |
38,621
+1,518
| +4% | +$44.7K | 0.09% | 212 |
|
|
2018
Q2 | $1.06M | Buy |
37,103
+9,231
| +33% | +$263K | 0.1% | 203 |
|
|
2018
Q1 | $771K | Buy |
27,872
+709
| +3% | +$20.8K | 0.09% | 214 |
|
|
2017
Q4 | $827K | Buy |
+27,163
| New | +$799K | 0.11% | 184 |
|
|
2017
Q3 | – | Sell |
-1,728
| Closed | -$48.2K | – | 613 |
|
|
2017
Q2 | $48.2K | Buy |
+1,728
| New | +$49.3K | 0.01% | 544 |
|
Other funds holding FDL
NewEdge Advisors's FDL Position: Q2 2026 in Review
NewEdge Advisors increased its First Trust Morningstar Dividend Leaders Index Fund (FDL) stake by 1.6% in Q2 2026, buying an estimated $101K and bringing the position to 127,637 shares worth $6.21M. The position accounts for 0.02% of the portfolio, ranked #688.
NewEdge Advisors first reported a position in FDL in Q2 2017 and has held it in 36 quarters since. The position peaked at $13.7M in Q1 2023. 495 funds tracked by Wall St. Rank hold FDL as of Q2 2026.
- NewEdge Advisors held 127,637 shares of First Trust Morningstar Dividend Leaders Index Fund worth $6.21M as of Q2 2026.
- NewEdge Advisors bought 2,014 First Trust Morningstar Dividend Leaders Index Fund shares in Q2 2026, an estimated $101K.
- First Trust Morningstar Dividend Leaders Index Fund made up 0.02% of NewEdge Advisors's portfolio in Q2 2026, its #688 holding.
- NewEdge Advisors first reported a position in First Trust Morningstar Dividend Leaders Index Fund in Q2 2017 and has held it in 36 quarters since.
- NewEdge Advisors's First Trust Morningstar Dividend Leaders Index Fund position peaked at $13.7M in Q1 2023.
- 495 funds tracked by Wall St. Rank held First Trust Morningstar Dividend Leaders Index Fund as of Q2 2026.
Based on NewEdge Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.