Smartleaf Asset Management
FDL icon

Smartleaf Asset Management’s First Trust Morningstar Dividend Leaders Index Fund FDL Stock Holding History

Smartleaf Asset Management’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
Q3 		$34.2K Buy
+691
New +$35.6K ﹤0.01% 1825

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Truist Financial
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Rockport Wealth
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Kestra Advisory Services
Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return
TRUE Private Wealth Advisors
TRUE Private Wealth Advisors Salem, Oregon $1.18B AUM 28.67% 1-Year Est. Return
SEP
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Harbour Investments
Harbour Investments Madison, Wisconsin $6.75B AUM 16.25% 1-Year Est. Return

Smartleaf Asset Management's FDL Position: Q3 2026 in Review

Smartleaf Asset Management opened a new position in First Trust Morningstar Dividend Leaders Index Fund (FDL) in Q3 2026: 691 shares worth $34.2K. The stake represents ﹤0.01% of the portfolio and ranks #1825 among its holdings.

326 funds tracked by Wall St. Rank hold FDL as of Q3 2026.

  • Smartleaf Asset Management held 691 shares of First Trust Morningstar Dividend Leaders Index Fund worth $34.2K as of Q3 2026.
  • First Trust Morningstar Dividend Leaders Index Fund was a new Smartleaf Asset Management position in Q3 2026.
  • First Trust Morningstar Dividend Leaders Index Fund made up ﹤0.01% of Smartleaf Asset Management's portfolio in Q3 2026, its #1825 holding.
  • 326 funds tracked by Wall St. Rank held First Trust Morningstar Dividend Leaders Index Fund as of Q3 2026.

Based on Smartleaf Asset Management's 13F filing for Q3 2026, filed 10 Nov 2026.