Savant Capital’s First Trust Morningstar Dividend Leaders Index Fund FDL Stock Holding History

Savant Capital’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	$279K	Buy	5,731 +138	+2%	+$6.89K	﹤0.01%	1546
2026 Q1	$284K	Buy	+5,593	New	+$273K	﹤0.01%	1210

Other funds holding FDL

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Savant Capital's FDL Position: Q2 2026 in Review

Savant Capital increased its First Trust Morningstar Dividend Leaders Index Fund (FDL) stake by 2.5% in Q2 2026, buying an estimated $6.89K and bringing the position to 5,731 shares worth $279K. The position accounts for ﹤0.01% of the portfolio, ranked #1546.

Savant Capital first reported a position in FDL in Q1 2026 and has held it in 2 quarters since. The position peaked at $284K in Q1 2026. 495 funds tracked by Wall St. Rank hold FDL as of Q2 2026.

Savant Capital held 5,731 shares of First Trust Morningstar Dividend Leaders Index Fund worth $279K as of Q2 2026.
Savant Capital bought 138 First Trust Morningstar Dividend Leaders Index Fund shares in Q2 2026, an estimated $6.89K.
First Trust Morningstar Dividend Leaders Index Fund made up ﹤0.01% of Savant Capital's portfolio in Q2 2026, its #1546 holding.
Savant Capital first reported a position in First Trust Morningstar Dividend Leaders Index Fund in Q1 2026 and has held it in 2 quarters since.
Savant Capital's First Trust Morningstar Dividend Leaders Index Fund position peaked at $284K in Q1 2026.
495 funds tracked by Wall St. Rank held First Trust Morningstar Dividend Leaders Index Fund as of Q2 2026.

Based on Savant Capital's 13F filing for Q2 2026, filed 10 Aug 2026.