NWF Advisory Services’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
Q1
$552K Buy
10,861
+114
+1% +$5.57K 0.06% 195
2025
Q4
$477K Sell
10,747
-385
-3% -$16.8K 0.05% 215
2025
Q3
$483K Sell
11,132
-37
-0.3% -$1.6K 0.05% 220
2025
Q2
$468K Buy
+11,169
New +$461K 0.06% 220
2024
Q4
Sell
-9,533
Closed -$400K 327
2024
Q3
$400K Buy
9,533
+283
+3% +$11.4K 0.06% 199
2024
Q2
$351K Buy
9,250
+83
+0.9% +$3.15K 0.06% 198
2024
Q1
$353K Sell
9,167
-423
-4% -$15.5K 0.06% 206
2023
Q4
$344K Buy
+9,590
New +$325K 0.07% 186

Other funds holding FDL

NWF Advisory Services's FDL Position: Q1 2026 in Review

NWF Advisory Services increased its First Trust Morningstar Dividend Leaders Index Fund (FDL) stake by 1.1% in Q1 2026, buying an estimated $5.57K and bringing the position to 10,861 shares worth $552K. The position accounts for 0.06% of the portfolio, ranked #195.

NWF Advisory Services first reported a position in FDL in Q4 2023 and has held it in 8 quarters since. 501 funds tracked by Wall St. Rank hold FDL as of Q1 2026.

  • NWF Advisory Services held 10,861 shares of First Trust Morningstar Dividend Leaders Index Fund worth $552K as of Q1 2026.
  • NWF Advisory Services bought 114 First Trust Morningstar Dividend Leaders Index Fund shares in Q1 2026, an estimated $5.57K.
  • First Trust Morningstar Dividend Leaders Index Fund made up 0.06% of NWF Advisory Services's portfolio in Q1 2026, its #195 holding.
  • NWF Advisory Services first reported a position in First Trust Morningstar Dividend Leaders Index Fund in Q4 2023 and has held it in 8 quarters since.
  • 501 funds tracked by Wall St. Rank held First Trust Morningstar Dividend Leaders Index Fund as of Q1 2026.

Based on NWF Advisory Services's 13F filing for Q1 2026, filed 4 May 2026.