Signature Equity Partners’s First Trust Morningstar Dividend Leaders Index Fund FDL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$7.49K Buy
154
+60
+64% +$2.99K ﹤0.01% 897
2026
Q1
$4.78K Sell
94
-508
-84% -$24.8K ﹤0.01% 975
2025
Q4
$50.4K Buy
+602
New +$26.2K 0.03% 400

Other funds holding FDL

Signature Equity Partners's FDL Position: Q2 2026 in Review

Signature Equity Partners increased its First Trust Morningstar Dividend Leaders Index Fund (FDL) stake by 64% in Q2 2026, buying an estimated $2.99K and bringing the position to 154 shares worth $7.49K. The position accounts for ﹤0.01% of the portfolio, ranked #897.

Signature Equity Partners first reported a position in FDL in Q4 2025 and has held it in 3 quarters since. The position peaked at $50.4K in Q4 2025. 495 funds tracked by Wall St. Rank hold FDL as of Q2 2026.

  • Signature Equity Partners held 154 shares of First Trust Morningstar Dividend Leaders Index Fund worth $7.49K as of Q2 2026.
  • Signature Equity Partners bought 60 First Trust Morningstar Dividend Leaders Index Fund shares in Q2 2026, an estimated $2.99K.
  • First Trust Morningstar Dividend Leaders Index Fund made up ﹤0.01% of Signature Equity Partners's portfolio in Q2 2026, its #897 holding.
  • Signature Equity Partners first reported a position in First Trust Morningstar Dividend Leaders Index Fund in Q4 2025 and has held it in 3 quarters since.
  • Signature Equity Partners's First Trust Morningstar Dividend Leaders Index Fund position peaked at $50.4K in Q4 2025.
  • 495 funds tracked by Wall St. Rank held First Trust Morningstar Dividend Leaders Index Fund as of Q2 2026.

Based on Signature Equity Partners's 13F filing for Q2 2026, filed 30 Jul 2026.