&Partners’s First Trust Morningstar Dividend Leaders Index Fund FDL Stock Holding History

&Partners’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	$23M	Buy	471,992 +34,296	+8%	+$1.71M	0.09%	201
2026 Q1	$22.3M	Buy	437,696 +71,275	+19%	+$3.48M	0.11%	173
2025 Q4	$16.3M	Buy	366,421 +105,416	+40%	+$4.59M	0.09%	215
2025 Q3	$11.7M	Sell	261,005 -818	-0.3%	-$35.4K	0.07%	241
2025 Q2	$11M	Buy	261,823 +75,925	+41%	+$3.14M	0.08%	225
2025 Q1	$7.95M	Buy	185,898 +8,845	+5%	+$374K	0.08%	222
2024 Q4	$7.18M	Buy	177,053 +65,581	+59%	+$2.75M	0.09%	226
2024 Q3	$4.68M	Buy	+111,472	New	+$4.5M	0.09%	214

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

&Partners's FDL Position: Q2 2026 in Review

&Partners increased its First Trust Morningstar Dividend Leaders Index Fund (FDL) stake by 7.8% in Q2 2026, buying an estimated $1.71M and bringing the position to 471,992 shares worth $23M. The position accounts for 0.09% of the portfolio, ranked #201.

&Partners first reported a position in FDL in Q3 2024 and has held it in 8 quarters since. 495 funds tracked by Wall St. Rank hold FDL as of Q2 2026.

&Partners held 471,992 shares of First Trust Morningstar Dividend Leaders Index Fund worth $23M as of Q2 2026.
&Partners bought 34,296 First Trust Morningstar Dividend Leaders Index Fund shares in Q2 2026, an estimated $1.71M.
First Trust Morningstar Dividend Leaders Index Fund made up 0.09% of &Partners's portfolio in Q2 2026, its #201 holding.
&Partners first reported a position in First Trust Morningstar Dividend Leaders Index Fund in Q3 2024 and has held it in 8 quarters since.
495 funds tracked by Wall St. Rank held First Trust Morningstar Dividend Leaders Index Fund as of Q2 2026.

Based on &Partners's 13F filing for Q2 2026, filed 14 Aug 2026.