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OneDigital Investment Advisors’s First Trust Morningstar Dividend Leaders Index Fund FDL Stock Holding History

OneDigital Investment Advisors’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
Q2 		$1.27M Buy
26,100
+13,093
+101% +$653K 0.01% 659
2026
Q1 		$661K Buy
13,007
+3,250
+33% +$159K 0.01% 839
2025
Q4 		$433K Sell
9,757
-37,476
-79% -$1.63M ﹤0.01% 1014
2025
Q3 		$2.05M Sell
47,233
-805
-2% -$34.9K 0.02% 434
2025
Q2 		$2.01M Sell
48,038
-56
-0.1% -$2.31K 0.02% 428
2025
Q1 		$2.09M Buy
48,094
+11,892
+33% +$503K 0.02% 398
2024
Q4 		$1.46M Sell
36,202
-278
-0.8% -$11.7K 0.02% 514
2024
Q3 		$1.53M Buy
36,480
+29
+0.1% +$1.17K 0.02% 523
2024
Q2 		$1.38M Sell
36,451
-36,693
-50% -$1.39M 0.02% 522
2024
Q1 		$2.81M Buy
73,144
+6,625
+10% +$243K 0.04% 269
2023
Q4 		$2.39M Sell
66,519
-17,969
-21% -$609K 0.04% 281
2023
Q3 		$2.83M Buy
84,488
+17,625
+26% +$611K 0.06% 217
2023
Q2 		$2.27M Buy
66,863
+5,105
+8% +$177K 0.05% 253
2023
Q1 		$2.19M Buy
61,758
+10,440
+20% +$382K 0.05% 259
2022
Q4 		$1.88M Sell
51,318
-2,820
-5% -$102K 0.05% 262
2022
Q3 		$1.74M Buy
54,138
+3,155
+6% +$113K 0.06% 208
2022
Q2 		$1.8M Buy
50,983
+15,592
+44% +$584K 0.08% 169
2022
Q1 		$1.32M Buy
35,391
+8,158
+30% +$297K 0.05% 220
2021
Q4 		$968K Sell
27,233
-2,590
-9% -$88.3K 0.03% 293
2021
Q3 		$977K Buy
29,823
+29
+0.1% +$972 0.04% 271
2021
Q2 		$989K Sell
29,794
-1,307
-4% -$44.4K 0.04% 255
2021
Q1 		$1.02M Buy
31,101
+67
+0.2% +$2.08K 0.05% 235
2020
Q4 		$918K Buy
31,034
+224
+0.7% +$6.33K 0.05% 242
2020
Q3 		$803K Buy
30,810
+385
+1% +$10.2K 0.06% 229
2020
Q2 		$772K Buy
30,425
+2,194
+8% +$54.6K 0.06% 241
2020
Q1 		$630K Buy
28,231
+3,542
+14% +$102K 0.06% 246
2019
Q4 		$804K Buy
24,689
+11
+0% +$350 0.06% 224
2019
Q3 		$766K Buy
24,678
+23,988
+3,477% +$733K 0.07% 210
2019
Q2 		$21K Buy
690
+5
+0.7% +$151 ﹤0.01% 795
2019
Q1 		$21K Buy
+685
New +$19.9K ﹤0.01% 714

Other funds holding FDL

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

OneDigital Investment Advisors's FDL Position: Q2 2026 in Review

OneDigital Investment Advisors increased its First Trust Morningstar Dividend Leaders Index Fund (FDL) stake by 101% in Q2 2026, buying an estimated $653K and bringing the position to 26,100 shares worth $1.27M. The position accounts for 0.01% of the portfolio, ranked #659.

OneDigital Investment Advisors first reported a position in FDL in Q1 2019 and has held it in 30 quarters since. The position peaked at $2.83M in Q3 2023. 495 funds tracked by Wall St. Rank hold FDL as of Q2 2026.

  • OneDigital Investment Advisors held 26,100 shares of First Trust Morningstar Dividend Leaders Index Fund worth $1.27M as of Q2 2026.
  • OneDigital Investment Advisors bought 13,093 First Trust Morningstar Dividend Leaders Index Fund shares in Q2 2026, an estimated $653K.
  • First Trust Morningstar Dividend Leaders Index Fund made up 0.01% of OneDigital Investment Advisors's portfolio in Q2 2026, its #659 holding.
  • OneDigital Investment Advisors first reported a position in First Trust Morningstar Dividend Leaders Index Fund in Q1 2019 and has held it in 30 quarters since.
  • OneDigital Investment Advisors's First Trust Morningstar Dividend Leaders Index Fund position peaked at $2.83M in Q3 2023.
  • 495 funds tracked by Wall St. Rank held First Trust Morningstar Dividend Leaders Index Fund as of Q2 2026.

Based on OneDigital Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.