Signature Estate & Investment Advisors’s First Trust Morningstar Dividend Leaders Index Fund FDL Stock Holding History

Signature Estate & Investment Advisors’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	$986K	Buy	20,255 +645	+3%	+$32.2K	0.02%	269
2026 Q1	$996K	Buy	19,610 +125	+0.6%	+$6.11K	0.02%	271
2025 Q4	$864K	Buy	19,485 +260	+1%	+$11.3K	0.02%	281
2025 Q3	$835K	Buy	19,225 +107	+0.6%	+$4.64K	0.02%	278
2025 Q2	$800K	Buy	19,118 +288	+2%	+$11.9K	0.02%	269
2025 Q1	$818K	Buy	18,830 +8,662	+85%	+$366K	0.02%	251
2024 Q4	$409K	Buy	10,168 +2,752	+37%	+$116K	0.01%	367
2024 Q3	$311K	Buy	7,416 +1,460	+25%	+$58.9K	0.01%	395
2024 Q2	$226K	Buy	+5,956	New	+$226K	0.01%	462

Other funds holding FDL

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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 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 Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

TPWA

TRUE Private Wealth Advisors Salem, Oregon $1.16B AUM 36.18% 1-Year Est. Return

SEP

Southland Equity Partners Wildwood, Missouri $571M AUM 22.77% 1-Year Est. Return

Signature Estate & Investment Advisors's FDL Position: Q2 2026 in Review

Signature Estate & Investment Advisors increased its First Trust Morningstar Dividend Leaders Index Fund (FDL) stake by 3.3% in Q2 2026, buying an estimated $32.2K and bringing the position to 20,255 shares worth $986K. The position accounts for 0.02% of the portfolio, ranked #269.

Signature Estate & Investment Advisors first reported a position in FDL in Q2 2024 and has held it in 9 quarters since. The position peaked at $996K in Q1 2026. 289 funds tracked by Wall St. Rank hold FDL as of Q2 2026.

Signature Estate & Investment Advisors held 20,255 shares of First Trust Morningstar Dividend Leaders Index Fund worth $986K as of Q2 2026.
Signature Estate & Investment Advisors bought 645 First Trust Morningstar Dividend Leaders Index Fund shares in Q2 2026, an estimated $32.2K.
First Trust Morningstar Dividend Leaders Index Fund made up 0.02% of Signature Estate & Investment Advisors's portfolio in Q2 2026, its #269 holding.
Signature Estate & Investment Advisors first reported a position in First Trust Morningstar Dividend Leaders Index Fund in Q2 2024 and has held it in 9 quarters since.
Signature Estate & Investment Advisors's First Trust Morningstar Dividend Leaders Index Fund position peaked at $996K in Q1 2026.
289 funds tracked by Wall St. Rank held First Trust Morningstar Dividend Leaders Index Fund as of Q2 2026.

Based on Signature Estate & Investment Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.