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

Regal Investment 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
Q1 		$589K Sell
11,603
-106
-0.9% -$5.18K 0.03% 399
2025
Q4 		$519K Buy
11,709
+536
+5% +$23.3K 0.03% 415
2025
Q3 		$485K Hold
11,173
– – 0.03% 383
2025
Q2 		$468K Hold
11,173
– – 0.04% 350
2025
Q1 		$485K Hold
11,173
– – 0.04% 334
2024
Q4 		$450K Sell
11,173
-1,453
-12% -$61K 0.03% 344
2024
Q3 		$530K Hold
12,626
– – 0.04% 347
2024
Q2 		$479K Sell
12,626
-500
-4% -$19K 0.03% 368
2024
Q1 		$505K Buy
13,126
+325
+3% +$11.9K 0.03% 361
2023
Q4 		$459K Sell
12,801
-2,300
-15% -$77.9K 0.03% 341
2023
Q3 		$505K Sell
15,101
-441
-3% -$15.3K 0.04% 292
2023
Q2 		$529K Buy
15,542
+1,069
+7% +$37K 0.04% 285
2023
Q1 		$514K Buy
14,473
+304
+2% +$11.1K 0.05% 282
2022
Q4 		$518K Sell
14,169
-1,157
-8% -$41.7K 0.05% 271
2022
Q3 		$492K Buy
15,326
+100
+0.7% +$3.57K 0.05% 270
2022
Q2 		$536K Buy
15,226
+1,100
+8% +$41.2K 0.06% 271
2022
Q1 		$529K Hold
14,126
– – 0.05% 302
2021
Q4 		$502K Hold
14,126
– – 0.04% 331
2021
Q3 		$463K Sell
14,126
-200
-1% -$6.7K 0.04% 340
2021
Q2 		$475K Buy
+14,326
New +$487K 0.05% 339
2021
Q1 		– Sell
-14,426
Closed -$427K – 153
2020
Q4 		$427K Buy
+14,426
New +$408K 0.05% 306
2020
Q3 		– Sell
-15,284
Closed -$388K – 63
2020
Q2 		$388K Buy
+15,284
New +$380K 0.07% 202
2020
Q1 		– Sell
-15,284
Closed -$498K – 106
2019
Q4 		$498K Buy
15,284
+285
+2% +$9.07K 0.09% 193
2019
Q3 		$466K Sell
14,999
-377
-2% -$11.5K 0.09% 196
2019
Q2 		$471K Buy
15,376
+1,650
+12% +$49.8K 0.09% 198
2019
Q1 		$414K Sell
13,726
-1,500
-10% -$43.5K 0.08% 203
2018
Q4 		$415K Buy
15,226
+2,700
+22% +$78.4K 0.09% 201
2018
Q3 		$373K Sell
12,526
-3,500
-22% -$103K 0.08% 217
2018
Q2 		$458K Hold
16,026
– – 0.14% 169
2018
Q1 		$452K Sell
16,026
-3,900
-20% -$115K 0.1% 185
2017
Q4 		$600K Sell
19,926
-486
-2% -$14.3K 0.13% 162
2017
Q3 		$592K Sell
20,412
-748
-4% -$21.2K 0.14% 162
2017
Q2 		$595K Buy
21,160
+263
+1% +$7.51K 0.15% 154
2017
Q1 		$602K Sell
20,897
-850
-4% -$24.3K 0.16% 156
2016
Q4 		$604K Sell
21,747
-1,400
-6% -$38K 0.17% 146
2016
Q3 		$631K Hold
23,147
– – 0.18% 142
2016
Q2 		$621K Sell
23,147
-500
-2% -$13K 0.17% 142
2016
Q1 		$607K Hold
23,647
– – 0.16% 134
2015
Q4 		$560K Hold
23,647
– – 0.15% 144
2015
Q3 		$523K Sell
23,647
-1,027
-4% -$23.3K 0.14% 145
2015
Q2 		$562K Sell
24,674
-150
-0.6% -$3.56K 0.15% 139
2015
Q1 		$578K Sell
24,824
-305
-1% -$7.29K 0.14% 145
2014
Q4 		$602K Sell
25,129
-2,244
-8% -$53.5K 0.16% 136
2014
Q3 		$641K Sell
27,373
-73
-0.3% -$1.73K 0.19% 124
2014
Q2 		$653K Buy
27,446
+1,325
+5% +$30.7K 0.23% 107
2014
Q1 		$588K Buy
26,121
+25,794
+7,888% +$563K 0.25% 108
2013
Q4 		$7K Sell
327
-25,468
-99% -$549K ﹤0.01% 637
2013
Q3 		$538K Sell
25,795
-3,159
-11% -$66.7K 0.31% 104
2013
Q2 		$597K Buy
+28,954
New +$611K 0.33% 101

Other funds holding FDL

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Regal Investment Advisors's FDL Position: Q1 2026 in Review

Regal Investment Advisors reduced its First Trust Morningstar Dividend Leaders Index Fund (FDL) stake by 0.91% in Q1 2026, selling an estimated $5.18K and leaving 11,603 shares worth $589K. The position accounts for 0.03% of the portfolio, ranked #399.

Regal Investment Advisors first reported a position in FDL in Q2 2013 and has held it in 49 quarters since. The position peaked at $653K in Q2 2014. 501 funds tracked by Wall St. Rank hold FDL as of Q1 2026.

  • Regal Investment Advisors held 11,603 shares of First Trust Morningstar Dividend Leaders Index Fund worth $589K as of Q1 2026.
  • Regal Investment Advisors sold 106 First Trust Morningstar Dividend Leaders Index Fund shares in Q1 2026, an estimated $5.18K.
  • First Trust Morningstar Dividend Leaders Index Fund made up 0.03% of Regal Investment Advisors's portfolio in Q1 2026, its #399 holding.
  • Regal Investment Advisors first reported a position in First Trust Morningstar Dividend Leaders Index Fund in Q2 2013 and has held it in 49 quarters since.
  • Regal Investment Advisors's First Trust Morningstar Dividend Leaders Index Fund position peaked at $653K in Q2 2014.
  • 501 funds tracked by Wall St. Rank held First Trust Morningstar Dividend Leaders Index Fund as of Q1 2026.

Based on Regal Investment Advisors's 13F filing for Q1 2026, filed 14 May 2026.