Paul Tudor Jones’s First Trust Morningstar Dividend Leaders Index Fund FDL Stock Holding History

Paul Tudor Jones’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	–	Sell	-84,935	Closed	-$4.31M	–	3790
2026 Q1	$4.31M	Buy	+84,935	New	+$4.15M	0.01%	1257
2025 Q4	–	Sell	-134,910	Closed	-$5.86M	–	3652
2025 Q3	$5.86M	Buy	134,910 +130,093	+2,701%	+$5.64M	0.01%	1087
2025 Q2	$202K	Sell	4,817 -13,846	-74%	-$572K	﹤0.01%	3099
2025 Q1	$811K	Sell	18,663 -1,464	-7%	-$61.9K	﹤0.01%	1951
2024 Q4	$810K	Sell	20,127 -53,986	-73%	-$2.27M	﹤0.01%	1880
2024 Q3	$3.11M	Buy	74,113 +43,856	+145%	+$1.77M	0.01%	952
2024 Q2	$1.15M	Buy	+30,257	New	+$1.15M	0.01%	1387

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

Paul Tudor Jones's FDL Position: Q2 2026 in Review

Paul Tudor Jones sold out of First Trust Morningstar Dividend Leaders Index Fund (FDL) in Q2 2026, closing a stake of 84,935 shares — an estimated $4.31M sold.

Paul Tudor Jones first reported a position in FDL in Q2 2024 and held it in 7 quarters. The position peaked at $5.86M in Q3 2025. 494 funds tracked by Wall St. Rank hold FDL as of Q2 2026.

Paul Tudor Jones reported no remaining First Trust Morningstar Dividend Leaders Index Fund position as of Q2 2026 after selling out during the quarter.
Paul Tudor Jones sold 84,935 First Trust Morningstar Dividend Leaders Index Fund shares in Q2 2026, an estimated $4.31M.
Paul Tudor Jones first reported a position in First Trust Morningstar Dividend Leaders Index Fund in Q2 2024 and held it in 7 quarters.
Paul Tudor Jones's First Trust Morningstar Dividend Leaders Index Fund position peaked at $5.86M in Q3 2025.
494 funds tracked by Wall St. Rank held First Trust Morningstar Dividend Leaders Index Fund as of Q2 2026.

Based on Tudor Investment Corp's 13F filing for Q2 2026, filed 14 Aug 2026.