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 Q2	$513K	Buy	10,534 +4,834	+85%	+$241K	0.02%	557
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	Sell	17,129 -2,193	-11%	-$92K	0.04%	382
2024 Q3	$811K	Buy	19,322 +856	+5%	+$34.5K	0.06%	260
2024 Q2	$702K	Sell	18,466 -9,616	-34%	-$365K	0.06%	267
2024 Q1	$1.08M	Sell	28,082 -10,731	-28%	-$393K	0.1%	187
2023 Q4	$1.4M	Sell	38,813 -8,967	-19%	-$304K	0.14%	137
2023 Q3	$1.6M	Buy	47,780 +1	+0%	+$35	0.17%	107
2023 Q2	$1.62M	Buy	47,779 +22,204	+87%	+$769K	0.17%	111
2023 Q1	$908K	Buy	25,575 +5,748	+29%	+$210K	0.1%	188
2022 Q4	$725K	Buy	19,827 +9,082	+85%	+$327K	0.09%	215
2022 Q3	$345K	Buy	+10,745	New	+$384K	0.05%	340

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

StoneX Group's FDL Position: Q2 2026 in Review

StoneX Group increased its First Trust Morningstar Dividend Leaders Index Fund (FDL) stake by 85% in Q2 2026, buying an estimated $241K and bringing the position to 10,534 shares worth $513K. The position accounts for 0.02% of the portfolio, ranked #557.

StoneX Group first reported a position in FDL in Q3 2022 and has held it in 16 quarters since. The position peaked at $1.89M in Q3 2025. 495 funds tracked by Wall St. Rank hold FDL as of Q2 2026.

StoneX Group held 10,534 shares of First Trust Morningstar Dividend Leaders Index Fund worth $513K as of Q2 2026.
StoneX Group bought 4,834 First Trust Morningstar Dividend Leaders Index Fund shares in Q2 2026, an estimated $241K.
First Trust Morningstar Dividend Leaders Index Fund made up 0.02% of StoneX Group's portfolio in Q2 2026, its #557 holding.
StoneX Group first reported a position in First Trust Morningstar Dividend Leaders Index Fund in Q3 2022 and has held it in 16 quarters since.
StoneX Group's First Trust Morningstar Dividend Leaders Index Fund position peaked at $1.89M in Q3 2025.
495 funds tracked by Wall St. Rank held First Trust Morningstar Dividend Leaders Index Fund as of Q2 2026.

Based on StoneX Group's 13F filing for Q2 2026, filed 12 Aug 2026.