NWF Advisory Services’s First Trust Morningstar Dividend Leaders Index Fund FDL Stock Holding History
Bought
Maintained
Sold
Other funds holding FDL
NWF Advisory Services's FDL Position: Q2 2026 in Review
NWF Advisory Services increased its First Trust Morningstar Dividend Leaders Index Fund (FDL) stake by 1.9% in Q2 2026, buying an estimated $10.1K and bringing the position to 11,064 shares worth $538K. The position accounts for 0.05% of the portfolio, ranked #219.
NWF Advisory Services first reported a position in FDL in Q4 2023 and has held it in 9 quarters since. The position peaked at $552K in Q1 2026. 495 funds tracked by Wall St. Rank hold FDL as of Q2 2026.
- NWF Advisory Services held 11,064 shares of First Trust Morningstar Dividend Leaders Index Fund worth $538K as of Q2 2026.
- NWF Advisory Services bought 203 First Trust Morningstar Dividend Leaders Index Fund shares in Q2 2026, an estimated $10.1K.
- First Trust Morningstar Dividend Leaders Index Fund made up 0.05% of NWF Advisory Services's portfolio in Q2 2026, its #219 holding.
- NWF Advisory Services first reported a position in First Trust Morningstar Dividend Leaders Index Fund in Q4 2023 and has held it in 9 quarters since.
- NWF Advisory Services's First Trust Morningstar Dividend Leaders Index Fund position peaked at $552K in Q1 2026.
- 495 funds tracked by Wall St. Rank held First Trust Morningstar Dividend Leaders Index Fund as of Q2 2026.
Based on NWF Advisory Services's 13F filing for Q2 2026, filed 29 Jul 2026.