Steigerwald Gordon & Koch’s First Trust Morningstar Dividend Leaders Index Fund FDL Stock Holding History

Steigerwald Gordon & Koch’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	$148K	Hold	3,050	–	–	0.01%	176
2026 Q1	$155K	Buy	+3,050	New	+$149K	0.02%	164

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

Steigerwald Gordon & Koch's FDL Position: Q2 2026 in Review

Steigerwald Gordon & Koch held its First Trust Morningstar Dividend Leaders Index Fund (FDL) position steady in Q2 2026 at 3,050 shares worth $148K. The position accounts for 0.01% of the portfolio, ranked #176.

Steigerwald Gordon & Koch first reported a position in FDL in Q1 2026 and has held it in 2 quarters since. The position peaked at $155K in Q1 2026. 494 funds tracked by Wall St. Rank hold FDL as of Q2 2026.

Steigerwald Gordon & Koch held 3,050 shares of First Trust Morningstar Dividend Leaders Index Fund worth $148K as of Q2 2026.
Steigerwald Gordon & Koch left its First Trust Morningstar Dividend Leaders Index Fund share count unchanged in Q2 2026.
First Trust Morningstar Dividend Leaders Index Fund made up 0.01% of Steigerwald Gordon & Koch's portfolio in Q2 2026, its #176 holding.
Steigerwald Gordon & Koch first reported a position in First Trust Morningstar Dividend Leaders Index Fund in Q1 2026 and has held it in 2 quarters since.
Steigerwald Gordon & Koch's First Trust Morningstar Dividend Leaders Index Fund position peaked at $155K in Q1 2026.
494 funds tracked by Wall St. Rank held First Trust Morningstar Dividend Leaders Index Fund as of Q2 2026.

Based on Steigerwald Gordon & Koch's 13F filing for Q2 2026, filed 23 Jul 2026.