Russell Investments Group
FDL icon

Russell Investments Group’s First Trust Morningstar Dividend Leaders Index Fund FDL Stock Holding History

Russell Investments 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
Q2 		$5.3K Sell
109
-359
-77% -$17.9K ﹤0.01% 4027
2026
Q1 		$23.8K Buy
468
+400
+588% +$19.5K ﹤0.01% 3574
2025
Q4 		$3.02K Hold
68
– – ﹤0.01% 3968
2025
Q3 		$2.95K Hold
68
– – ﹤0.01% 3956
2025
Q2 		$2.85K Hold
68
– – ﹤0.01% 3539
2025
Q1 		$2.95K Sell
68
-42
-38% -$1.77K ﹤0.01% 3455
2024
Q4 		$4.43K Buy
110
+49
+80% +$2.06K ﹤0.01% 3311
2024
Q3 		$2.56K Buy
+61
New +$2.46K ﹤0.01% 3335

Other funds holding FDL

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CAG
Csenge Advisory Group Clearwater, Florida $2.47B AUM 24.93% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
RW
Rockport Wealth Fairview Park, Ohio $595M AUM 23.65% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Russell Investments Group's FDL Position: Q2 2026 in Review

Russell Investments Group reduced its First Trust Morningstar Dividend Leaders Index Fund (FDL) stake by 77% in Q2 2026, selling an estimated $17.9K and leaving 109 shares worth $5.3K. The position accounts for ﹤0.01% of the portfolio, ranked #4027.

Russell Investments Group first reported a position in FDL in Q3 2024 and has held it in 8 quarters since. The position peaked at $23.8K in Q1 2026. 337 funds tracked by Wall St. Rank hold FDL as of Q2 2026.

  • Russell Investments Group held 109 shares of First Trust Morningstar Dividend Leaders Index Fund worth $5.3K as of Q2 2026.
  • Russell Investments Group sold 359 First Trust Morningstar Dividend Leaders Index Fund shares in Q2 2026, an estimated $17.9K.
  • First Trust Morningstar Dividend Leaders Index Fund made up ﹤0.01% of Russell Investments Group's portfolio in Q2 2026, its #4027 holding.
  • Russell Investments Group first reported a position in First Trust Morningstar Dividend Leaders Index Fund in Q3 2024 and has held it in 8 quarters since.
  • Russell Investments Group's First Trust Morningstar Dividend Leaders Index Fund position peaked at $23.8K in Q1 2026.
  • 337 funds tracked by Wall St. Rank held First Trust Morningstar Dividend Leaders Index Fund as of Q2 2026.

Based on Russell Investments Group's 13F filing for Q2 2026, filed 6 Aug 2026.