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

Parallel 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	$82.6K	Buy	1,698 +28	+2%	+$1.4K	﹤0.01%	1827
2026 Q1	$84.8K	Buy	1,670 +1,382	+480%	+$67.5K	﹤0.01%	1681
2025 Q4	$12.8K	Buy	+288	New	+$12.5K	﹤0.01%	2509
2025 Q3	–	Sell	-68	Closed	-$2.85K	–	3595
2025 Q2	$2.85K	Buy	+68	New	+$2.81K	﹤0.01%	2937
2019 Q3	–	Sell	-125	Closed	-$4K	–	2417
2019 Q2	$4K	Hold	125	–	–	﹤0.01%	1896
2019 Q1	$4K	Sell	125 -125	-50%	-$3.63K	﹤0.01%	1852
2018 Q4	$6K	Hold	250	–	–	﹤0.01%	1510
2018 Q3	$7K	Buy	+250	New	+$7.36K	﹤0.01%	1571

Other funds holding FDL

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Parallel Advisors's FDL Position: Q2 2026 in Review

Parallel Advisors increased its First Trust Morningstar Dividend Leaders Index Fund (FDL) stake by 1.7% in Q2 2026, buying an estimated $1.4K and bringing the position to 1,698 shares worth $82.6K. The position accounts for ﹤0.01% of the portfolio, ranked #1827.

Parallel Advisors first reported a position in FDL in Q3 2018 and has held it in 8 quarters since. The position peaked at $84.8K in Q1 2026. 495 funds tracked by Wall St. Rank hold FDL as of Q2 2026.

Parallel Advisors held 1,698 shares of First Trust Morningstar Dividend Leaders Index Fund worth $82.6K as of Q2 2026.
Parallel Advisors bought 28 First Trust Morningstar Dividend Leaders Index Fund shares in Q2 2026, an estimated $1.4K.
First Trust Morningstar Dividend Leaders Index Fund made up ﹤0.01% of Parallel Advisors's portfolio in Q2 2026, its #1827 holding.
Parallel Advisors first reported a position in First Trust Morningstar Dividend Leaders Index Fund in Q3 2018 and has held it in 8 quarters since.
Parallel Advisors's First Trust Morningstar Dividend Leaders Index Fund position peaked at $84.8K in Q1 2026.
495 funds tracked by Wall St. Rank held First Trust Morningstar Dividend Leaders Index Fund as of Q2 2026.

Based on Parallel Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.