Semus Wealth Partners’s First Trust Morningstar Dividend Leaders Index Fund FDL Stock Holding History
Bought
Maintained
Sold
Other funds holding FDL
Semus Wealth Partners's FDL Position: Q1 2026 in Review
Semus Wealth Partners increased its First Trust Morningstar Dividend Leaders Index Fund (FDL) stake by 0.72% in Q1 2026, buying an estimated $2.64K and bringing the position to 7,603 shares worth $386K. The position accounts for 0.22% of the portfolio, ranked #73.
Semus Wealth Partners first reported a position in FDL in Q3 2023 and has held it in 11 quarters since. 501 funds tracked by Wall St. Rank hold FDL as of Q1 2026.
- Semus Wealth Partners held 7,603 shares of First Trust Morningstar Dividend Leaders Index Fund worth $386K as of Q1 2026.
- Semus Wealth Partners bought 54 First Trust Morningstar Dividend Leaders Index Fund shares in Q1 2026, an estimated $2.64K.
- First Trust Morningstar Dividend Leaders Index Fund made up 0.22% of Semus Wealth Partners's portfolio in Q1 2026, its #73 holding.
- Semus Wealth Partners first reported a position in First Trust Morningstar Dividend Leaders Index Fund in Q3 2023 and has held it in 11 quarters since.
- 501 funds tracked by Wall St. Rank held First Trust Morningstar Dividend Leaders Index Fund as of Q1 2026.
Based on Semus Wealth Partners's 13F filing for Q1 2026, filed 24 Apr 2026.