Next Level Private’s First Trust Morningstar Dividend Leaders Index Fund FDL Stock Holding History

Next Level Private's FDL Position: Q2 2026 in Review

Next Level Private reduced its First Trust Morningstar Dividend Leaders Index Fund (FDL) stake by 0.26% in Q2 2026, selling an estimated $32.3K and leaving 251,170 shares worth $12.2M. The position accounts for 2.39% of the portfolio, ranked #11.

Next Level Private first reported a position in FDL in Q4 2022 and has held it in 15 quarters since. The position peaked at $12.8M in Q1 2026. 495 funds tracked by Wall St. Rank hold FDL as of Q2 2026.

• Next Level Private held 251,170 shares of First Trust Morningstar Dividend Leaders Index Fund worth $12.2M as of Q2 2026.
• Next Level Private sold 647 First Trust Morningstar Dividend Leaders Index Fund shares in Q2 2026, an estimated $32.3K.
• First Trust Morningstar Dividend Leaders Index Fund made up 2.39% of Next Level Private's portfolio in Q2 2026, its #11 holding.
• Next Level Private first reported a position in First Trust Morningstar Dividend Leaders Index Fund in Q4 2022 and has held it in 15 quarters since.
• Next Level Private's First Trust Morningstar Dividend Leaders Index Fund position peaked at $12.8M in Q1 2026.
• 495 funds tracked by Wall St. Rank held First Trust Morningstar Dividend Leaders Index Fund as of Q2 2026.

Based on Next Level Private's 13F filing for Q2 2026, filed 9 Jul 2026.