RFG Advisory’s First Trust Morningstar Dividend Leaders Index Fund FDL Stock Holding History
Bought
Maintained
Sold
Other funds holding FDL
RFG Advisory's FDL Position: Q2 2026 in Review
RFG Advisory increased its First Trust Morningstar Dividend Leaders Index Fund (FDL) stake by 17% in Q2 2026, buying an estimated $2.73M and bringing the position to 384,975 shares worth $18.7M. The position accounts for 0.29% of the portfolio, ranked #46.
RFG Advisory first reported a position in FDL in Q2 2022 and has held it in 16 quarters since. 495 funds tracked by Wall St. Rank hold FDL as of Q2 2026.
- RFG Advisory held 384,975 shares of First Trust Morningstar Dividend Leaders Index Fund worth $18.7M as of Q2 2026.
- RFG Advisory bought 54,704 First Trust Morningstar Dividend Leaders Index Fund shares in Q2 2026, an estimated $2.73M.
- First Trust Morningstar Dividend Leaders Index Fund made up 0.29% of RFG Advisory's portfolio in Q2 2026, its #46 holding.
- RFG Advisory first reported a position in First Trust Morningstar Dividend Leaders Index Fund in Q2 2022 and has held it in 16 quarters since.
- 495 funds tracked by Wall St. Rank held First Trust Morningstar Dividend Leaders Index Fund as of Q2 2026.
Based on RFG Advisory's 13F filing for Q2 2026, filed 15 Jul 2026.