Northwestern Mutual Wealth Management’s First Trust Morningstar Dividend Leaders Index Fund FDL Stock Holding History

Northwestern Mutual Wealth Management’s Portfolio FDL Stock Details FDL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$98.8M	Buy	1,944,117 +108,331	+6%	+$5.29M	0.06%	161
2025 Q4	$81.4M	Buy	1,835,786 +29,465	+2%	+$1.28M	0.05%	187
2025 Q3	$78.4M	Buy	1,806,321 +73,063	+4%	+$3.17M	0.05%	185
2025 Q2	$72.6M	Buy	1,733,258 +187,827	+12%	+$7.76M	0.05%	176
2025 Q1	$67.1M	Sell	1,545,431 -9,922	-0.6%	-$419K	0.05%	166
2024 Q4	$62.6M	Buy	1,555,353 +54,548	+4%	+$2.29M	0.05%	171
2024 Q3	$63M	Buy	1,500,805 +52,919	+4%	+$2.14M	0.06%	167
2024 Q2	$54.9M	Buy	1,447,886 +52,303	+4%	+$1.98M	0.05%	170
2024 Q1	$53.7M	Buy	1,395,583 +41,235	+3%	+$1.51M	0.06%	171
2023 Q4	$48.6M	Sell	1,354,348 -77,660	-5%	-$2.63M	0.05%	174
2023 Q3	$47.9M	Sell	1,432,008 -290,344	-17%	-$10.1M	0.06%	151
2023 Q2	$58.6M	Buy	1,722,352 +169,032	+11%	+$5.86M	0.08%	132
2023 Q1	$55.1M	Buy	1,553,320 +891,221	+135%	+$32.6M	0.08%	133
2022 Q4	$24.2M	Buy	662,099 +610,683	+1,188%	+$22M	0.04%	225
2022 Q3	$1.65M	Sell	51,416 -9,897	-16%	-$354K	﹤0.01%	677
2022 Q2	$2.16M	Buy	61,313 +29,488	+93%	+$1.1M	﹤0.01%	604
2022 Q1	$1.19M	Buy	31,825 +920	+3%	+$33.5K	﹤0.01%	791
2021 Q4	$1.1M	Buy	30,905 +4,013	+15%	+$137K	﹤0.01%	793
2021 Q3	$881K	Buy	26,892 +1,002	+4%	+$33.6K	﹤0.01%	799
2021 Q2	$859K	Sell	25,890 -1,091	-4%	-$37.1K	﹤0.01%	800
2021 Q1	$883K	Buy	26,981 +1,047	+4%	+$32.5K	﹤0.01%	749
2020 Q4	$767K	Sell	25,934 -145	-0.6%	-$4.1K	﹤0.01%	715
2020 Q3	$680K	Buy	26,079 +268	+1%	+$7.1K	﹤0.01%	671
2020 Q2	$655K	Sell	25,811 -1,807	-7%	-$45K	﹤0.01%	634
2020 Q1	$617K	Sell	27,618 -10,423	-27%	-$301K	﹤0.01%	589
2019 Q4	$1.24M	Buy	38,041 +17,475	+85%	+$556K	﹤0.01%	474
2019 Q3	$638K	Hold	20,566	–	–	﹤0.01%	585
2019 Q2	$630K	Buy	20,566 +9,266	+82%	+$280K	﹤0.01%	572
2019 Q1	$341K	Buy	11,300 +5,713	+102%	+$166K	﹤0.01%	710
2018 Q4	$152K	Buy	5,587 +350	+7%	+$10.2K	﹤0.01%	865
2018 Q3	$156K	Sell	5,237 -98	-2%	-$2.88K	﹤0.01%	880
2018 Q2	$153K	Sell	5,335 -707	-12%	-$20.1K	﹤0.01%	848
2018 Q1	$171K	Buy	6,042 +1,665	+38%	+$48.9K	﹤0.01%	783
2017 Q4	$132K	Buy	4,377 +1,785	+69%	+$52.5K	﹤0.01%	852
2017 Q3	$76K	Buy	2,592 +194	+8%	+$5.51K	﹤0.01%	973
2017 Q2	$67K	Sell	2,398 -700	-23%	-$20K	﹤0.01%	1000
2017 Q1	$89K	Buy	3,098 +98	+3%	+$2.8K	﹤0.01%	861
2016 Q4	$83K	Buy	+3,000	New	+$81.4K	﹤0.01%	868
2016 Q3	–	Sell	-6,140	Closed	-$165K	–	626
2016 Q2	$165K	Buy	+6,140	New	+$159K	﹤0.01%	622
2015 Q2	–	Sell	-788	Closed	-$18K	–	1471
2015 Q1	$18K	Buy	+788	New	+$18.8K	﹤0.01%	892
2013 Q3	–	Sell	-8,124	Closed	-$168K	–	1389
2013 Q2	$168K	Buy	+8,124	New	+$171K	0.01%	358

Other funds holding FDL

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

CAG

Csenge Advisory Group Clearwater, Florida $2.18B AUM 16.73% 1-Year Est. Return

Northwestern Mutual Wealth Management's FDL Position: Q1 2026 in Review

Northwestern Mutual Wealth Management increased its First Trust Morningstar Dividend Leaders Index Fund (FDL) stake by 5.9% in Q1 2026, buying an estimated $5.29M and bringing the position to 1,944,117 shares worth $98.8M. The position accounts for 0.06% of the portfolio, ranked #161.

Northwestern Mutual Wealth Management first reported a position in FDL in Q2 2013 and has held it in 41 quarters since. 502 funds tracked by Wall St. Rank hold FDL as of Q1 2026.

Northwestern Mutual Wealth Management held 1,944,117 shares of First Trust Morningstar Dividend Leaders Index Fund worth $98.8M as of Q1 2026.
Northwestern Mutual Wealth Management bought 108,331 First Trust Morningstar Dividend Leaders Index Fund shares in Q1 2026, an estimated $5.29M.
First Trust Morningstar Dividend Leaders Index Fund made up 0.06% of Northwestern Mutual Wealth Management's portfolio in Q1 2026, its #161 holding.
Northwestern Mutual Wealth Management first reported a position in First Trust Morningstar Dividend Leaders Index Fund in Q2 2013 and has held it in 41 quarters since.
502 funds tracked by Wall St. Rank held First Trust Morningstar Dividend Leaders Index Fund as of Q1 2026.

Based on Northwestern Mutual Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.