StoneX Group’s First Trust Morningstar Dividend Leaders Index Fund FDL Stock Holding History

StoneX Group’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 Q1	$290K	Sell	5,700 -6,516	-53%	-$318K	0.02%	588
2025 Q4	$544K	Sell	12,216 -31,383	-72%	-$1.37M	0.02%	506
2025 Q3	$1.89M	Buy	43,599 +553	+1%	+$24K	0.08%	200
2025 Q2	$1.8M	Buy	43,046 +30,723	+249%	+$1.27M	0.09%	199
2025 Q1	$535K	Sell	12,323 -4,806	-28%	-$203K	0.03%	453
2024 Q4	$695K	Buy	+17,129	New	+$719K	0.04%	382
2023 Q1	–	Sell	-19,827	Closed	-$725K	–	522
2022 Q4	$725K	Buy	19,827 +9,082	+85%	+$327K	0.11%	156
2022 Q3	$345K	Buy	+10,745	New	+$384K	0.06%	197

Other funds holding FDL

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

StoneX Group's FDL Position: Q1 2026 in Review

StoneX Group reduced its First Trust Morningstar Dividend Leaders Index Fund (FDL) stake by 53% in Q1 2026, selling an estimated $318K and leaving 5,700 shares worth $290K. The position accounts for 0.02% of the portfolio, ranked #588.

StoneX Group first reported a position in FDL in Q3 2022 and has held it in 8 quarters since. The position peaked at $1.89M in Q3 2025. 501 funds tracked by Wall St. Rank hold FDL as of Q1 2026.

StoneX Group held 5,700 shares of First Trust Morningstar Dividend Leaders Index Fund worth $290K as of Q1 2026.
StoneX Group sold 6,516 First Trust Morningstar Dividend Leaders Index Fund shares in Q1 2026, an estimated $318K.
First Trust Morningstar Dividend Leaders Index Fund made up 0.02% of StoneX Group's portfolio in Q1 2026, its #588 holding.
StoneX Group first reported a position in First Trust Morningstar Dividend Leaders Index Fund in Q3 2022 and has held it in 8 quarters since.
StoneX Group's First Trust Morningstar Dividend Leaders Index Fund position peaked at $1.89M in Q3 2025.
501 funds tracked by Wall St. Rank held First Trust Morningstar Dividend Leaders Index Fund as of Q1 2026.

Based on StoneX Group's 13F filing for Q1 2026, filed 14 May 2026.