Regions Financial Corp’s First Trust Morningstar Dividend Leaders Index Fund FDL Stock Holding History

Regions Financial Corp’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	$318K	Hold	6,527	–	–	﹤0.01%	733
2026 Q1	$332K	Hold	6,527	–	–	﹤0.01%	722
2025 Q4	$289K	Sell	6,527 -3,784	-37%	-$165K	﹤0.01%	730
2025 Q3	$448K	Buy	10,311 +3,784	+58%	+$164K	﹤0.01%	640
2025 Q2	$273K	Sell	6,527 -581	-8%	-$24K	﹤0.01%	740
2025 Q1	$309K	Sell	7,108 -254	-3%	-$10.7K	﹤0.01%	684
2024 Q4	$296K	Sell	7,362 -504	-6%	-$21.2K	﹤0.01%	704
2024 Q3	$330K	Sell	7,866 -1,393	-15%	-$56.2K	﹤0.01%	681
2024 Q2	$351K	Sell	9,259 -133	-1%	-$5.05K	﹤0.01%	645
2024 Q1	$361K	Hold	9,392	–	–	﹤0.01%	661
2023 Q4	$337K	Hold	9,392	–	–	﹤0.01%	670
2023 Q3	$314K	Sell	9,392 -1,110	-11%	-$38.5K	﹤0.01%	671
2023 Q2	$357K	Buy	+10,502	New	+$364K	﹤0.01%	656
2019 Q2	–	Sell	-1,125	Closed	-$34K	–	1108
2019 Q1	$34K	Hold	1,125	–	–	﹤0.01%	1232
2018 Q4	$31K	Hold	1,125	–	–	﹤0.01%	1251
2018 Q3	$34K	Hold	1,125	–	–	﹤0.01%	1304
2018 Q2	$32K	Hold	1,125	–	–	﹤0.01%	1318
2018 Q1	$32K	Hold	1,125	–	–	﹤0.01%	1327
2017 Q4	$34K	Buy	+1,125	New	+$33.1K	﹤0.01%	1344

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

Regions Financial Corp's FDL Position: Q2 2026 in Review

Regions Financial Corp held its First Trust Morningstar Dividend Leaders Index Fund (FDL) position steady in Q2 2026 at 6,527 shares worth $318K. The position accounts for ﹤0.01% of the portfolio, ranked #733.

Regions Financial Corp first reported a position in FDL in Q4 2017 and has held it in 19 quarters since. The position peaked at $448K in Q3 2025. 495 funds tracked by Wall St. Rank hold FDL as of Q2 2026.

Regions Financial Corp held 6,527 shares of First Trust Morningstar Dividend Leaders Index Fund worth $318K as of Q2 2026.
Regions Financial Corp left its First Trust Morningstar Dividend Leaders Index Fund share count unchanged in Q2 2026.
First Trust Morningstar Dividend Leaders Index Fund made up ﹤0.01% of Regions Financial Corp's portfolio in Q2 2026, its #733 holding.
Regions Financial Corp first reported a position in First Trust Morningstar Dividend Leaders Index Fund in Q4 2017 and has held it in 19 quarters since.
Regions Financial Corp's First Trust Morningstar Dividend Leaders Index Fund position peaked at $448K in Q3 2025.
495 funds tracked by Wall St. Rank held First Trust Morningstar Dividend Leaders Index Fund as of Q2 2026.

Based on Regions Financial Corp's 13F filing for Q2 2026, filed 10 Aug 2026.