&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 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 $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

&Partners's FDL Position: Q1 2026 in Review

&Partners increased its First Trust Morningstar Dividend Leaders Index Fund (FDL) stake by 19% in Q1 2026, buying an estimated $3.48M and bringing the position to 437,696 shares worth $22.3M. The position accounts for 0.11% of the portfolio, ranked #173.

&Partners first reported a position in FDL in Q3 2024 and has held it in 7 quarters since. 501 funds tracked by Wall St. Rank hold FDL as of Q1 2026.

&Partners held 437,696 shares of First Trust Morningstar Dividend Leaders Index Fund worth $22.3M as of Q1 2026.
&Partners bought 71,275 First Trust Morningstar Dividend Leaders Index Fund shares in Q1 2026, an estimated $3.48M.
First Trust Morningstar Dividend Leaders Index Fund made up 0.11% of &Partners's portfolio in Q1 2026, its #173 holding.
&Partners first reported a position in First Trust Morningstar Dividend Leaders Index Fund in Q3 2024 and has held it in 7 quarters since.
501 funds tracked by Wall St. Rank held First Trust Morningstar Dividend Leaders Index Fund as of Q1 2026.

Based on &Partners's 13F filing for Q1 2026, filed 15 May 2026.