PCA Investment Advisory Services’s First Trust Morningstar Dividend Leaders Index Fund FDL Stock Holding History
Bought
Maintained
Sold
Other funds holding FDL
PCA Investment Advisory Services's FDL Position: Q2 2026 in Review
PCA Investment Advisory Services increased its First Trust Morningstar Dividend Leaders Index Fund (FDL) stake by 2.6% in Q2 2026, buying an estimated $16.5K and bringing the position to 13,121 shares worth $638K. The position accounts for 0.18% of the portfolio, ranked #54.
PCA Investment Advisory Services first reported a position in FDL in Q1 2023 and has held it in 14 quarters since. The position peaked at $650K in Q1 2026. 495 funds tracked by Wall St. Rank hold FDL as of Q2 2026.
- PCA Investment Advisory Services held 13,121 shares of First Trust Morningstar Dividend Leaders Index Fund worth $638K as of Q2 2026.
- PCA Investment Advisory Services bought 331 First Trust Morningstar Dividend Leaders Index Fund shares in Q2 2026, an estimated $16.5K.
- First Trust Morningstar Dividend Leaders Index Fund made up 0.18% of PCA Investment Advisory Services's portfolio in Q2 2026, its #54 holding.
- PCA Investment Advisory Services first reported a position in First Trust Morningstar Dividend Leaders Index Fund in Q1 2023 and has held it in 14 quarters since.
- PCA Investment Advisory Services's First Trust Morningstar Dividend Leaders Index Fund position peaked at $650K in Q1 2026.
- 495 funds tracked by Wall St. Rank held First Trust Morningstar Dividend Leaders Index Fund as of Q2 2026.
Based on PCA Investment Advisory Services's 13F filing for Q2 2026, filed 27 Jul 2026.