ROI Financial Advisors’s First Trust Morningstar Dividend Leaders Index Fund FDL Stock Holding History
Bought
Maintained
Sold
Other funds holding FDL
ROI Financial Advisors's FDL Position: Q2 2026 in Review
ROI Financial Advisors increased its First Trust Morningstar Dividend Leaders Index Fund (FDL) stake by 1.5% in Q2 2026, buying an estimated $54.8K and bringing the position to 72,824 shares worth $3.54M. The position accounts for 1.83% of the portfolio, ranked #19.
ROI Financial Advisors first reported a position in FDL in Q4 2023 and has held it in 11 quarters since. The position peaked at $3.64M in Q1 2026. 495 funds tracked by Wall St. Rank hold FDL as of Q2 2026.
- ROI Financial Advisors held 72,824 shares of First Trust Morningstar Dividend Leaders Index Fund worth $3.54M as of Q2 2026.
- ROI Financial Advisors bought 1,098 First Trust Morningstar Dividend Leaders Index Fund shares in Q2 2026, an estimated $54.8K.
- First Trust Morningstar Dividend Leaders Index Fund made up 1.83% of ROI Financial Advisors's portfolio in Q2 2026, its #19 holding.
- ROI Financial Advisors first reported a position in First Trust Morningstar Dividend Leaders Index Fund in Q4 2023 and has held it in 11 quarters since.
- ROI Financial Advisors's First Trust Morningstar Dividend Leaders Index Fund position peaked at $3.64M in Q1 2026.
- 495 funds tracked by Wall St. Rank held First Trust Morningstar Dividend Leaders Index Fund as of Q2 2026.
Based on ROI Financial Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.