Roxbury Financial
FDL icon

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

Roxbury Financial’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
Q3 		$151K Buy
3,067
+1,531
+100% +$78.9K 0.12% 115
2026
Q2 		$74.7K Buy
1,536
+908
+145% +$45.3K 0.06% 171
2026
Q1 		$31.9K Buy
+628
New +$30.7K 0.03% 221

Other funds holding FDL

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UBS Group
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Csenge Advisory Group
Csenge Advisory Group Clearwater, Florida $2.53B AUM 18.15% 1-Year Est. Return
Private Advisor Group
Private Advisor Group Morristown, New Jersey $29.9B AUM 19.22% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Rockport Wealth
Rockport Wealth Fairview Park, Ohio $571M AUM 17.22% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return
TRUE Private Wealth Advisors
TRUE Private Wealth Advisors Salem, Oregon $1.18B AUM 28.67% 1-Year Est. Return

Roxbury Financial's FDL Position: Q3 2026 in Review

Roxbury Financial increased its First Trust Morningstar Dividend Leaders Index Fund (FDL) stake by 100% in Q3 2026, buying an estimated $78.9K and bringing the position to 3,067 shares worth $151K. The position accounts for 0.12% of the portfolio, ranked #115.

Roxbury Financial first reported a position in FDL in Q1 2026 and has held it in 3 quarters since. 339 funds tracked by Wall St. Rank hold FDL as of Q3 2026.

  • Roxbury Financial held 3,067 shares of First Trust Morningstar Dividend Leaders Index Fund worth $151K as of Q3 2026.
  • Roxbury Financial bought 1,531 First Trust Morningstar Dividend Leaders Index Fund shares in Q3 2026, an estimated $78.9K.
  • First Trust Morningstar Dividend Leaders Index Fund made up 0.12% of Roxbury Financial's portfolio in Q3 2026, its #115 holding.
  • Roxbury Financial first reported a position in First Trust Morningstar Dividend Leaders Index Fund in Q1 2026 and has held it in 3 quarters since.
  • 339 funds tracked by Wall St. Rank held First Trust Morningstar Dividend Leaders Index Fund as of Q3 2026.

Based on Roxbury Financial's 13F filing for Q3 2026, filed 1 Oct 2026.