Rehmann Capital Advisory Group’s First Trust Morningstar Dividend Leaders Index Fund FDL Stock Holding History

Rehmann Capital Advisory Group’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	$12.9M	Buy	254,424 +38,249	+18%	+$1.87M	0.67%	27
2025 Q4	$9.59M	Buy	216,175 +12,834	+6%	+$559K	0.5%	38
2025 Q3	$8.83M	Buy	203,341 +5,628	+3%	+$244K	0.48%	38
2025 Q2	$8.28M	Buy	197,713 +22,959	+13%	+$948K	0.5%	37
2025 Q1	$7.59M	Buy	174,754 +28,047	+19%	+$1.19M	0.48%	41
2024 Q4	$5.91M	Buy	146,707 +15,054	+11%	+$632K	0.37%	57
2024 Q3	$5.52M	Buy	131,653 +7,539	+6%	+$304K	0.36%	55
2024 Q2	$4.71M	Buy	124,114 +10,338	+9%	+$392K	0.34%	60
2024 Q1	$4.38M	Buy	113,776 +14,659	+15%	+$537K	0.33%	59
2023 Q4	$3.56M	Buy	99,117 +4,897	+5%	+$166K	0.29%	65
2023 Q3	$3.15M	Sell	94,220 -4,741	-5%	-$164K	0.29%	64
2023 Q2	$3.37M	Sell	98,961 -98,055	-50%	-$3.4M	0.3%	63
2023 Q1	$6.99M	Buy	197,016 +45,209	+30%	+$1.65M	0.66%	29
2022 Q4	$5.55M	Buy	151,807 +3,513	+2%	+$127K	0.57%	39
2022 Q3	$4.76M	Buy	+148,294	New	+$5.3M	0.53%	37
2018 Q2	–	Sell	-1,966	Closed	-$56K	–	2153
2018 Q1	$56K	Buy	+1,966	New	+$57.8K	0.01%	716

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

Rehmann Capital Advisory Group's FDL Position: Q1 2026 in Review

Rehmann Capital Advisory Group increased its First Trust Morningstar Dividend Leaders Index Fund (FDL) stake by 18% in Q1 2026, buying an estimated $1.87M and bringing the position to 254,424 shares worth $12.9M. The position accounts for 0.67% of the portfolio, ranked #27.

Rehmann Capital Advisory Group first reported a position in FDL in Q1 2018 and has held it in 16 quarters since. 501 funds tracked by Wall St. Rank hold FDL as of Q1 2026.

Rehmann Capital Advisory Group held 254,424 shares of First Trust Morningstar Dividend Leaders Index Fund worth $12.9M as of Q1 2026.
Rehmann Capital Advisory Group bought 38,249 First Trust Morningstar Dividend Leaders Index Fund shares in Q1 2026, an estimated $1.87M.
First Trust Morningstar Dividend Leaders Index Fund made up 0.67% of Rehmann Capital Advisory Group's portfolio in Q1 2026, its #27 holding.
Rehmann Capital Advisory Group first reported a position in First Trust Morningstar Dividend Leaders Index Fund in Q1 2018 and has held it in 16 quarters since.
501 funds tracked by Wall St. Rank held First Trust Morningstar Dividend Leaders Index Fund as of Q1 2026.

Based on Rehmann Capital Advisory Group's 13F filing for Q1 2026, filed 15 May 2026.