Sykon Capital’s First Trust Morningstar Dividend Leaders Index Fund FDL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$265K Buy
5,443
+148
+3% +$7.38K 0.08% 90
2026
Q1
$269K Sell
5,295
-1,476
-22% -$72.1K 0.09% 75
2025
Q4
$300K Buy
6,771
+1,214
+22% +$52.9K 0.1% 99
2025
Q3
$241K Buy
+5,557
New +$241K 0.08% 98
2025
Q2
Sell
-6,922
Closed -$301K 87
2025
Q1
$301K Buy
+6,922
New +$293K 0.11% 51
2024
Q4
Sell
-9,916
Closed -$416K 69
2024
Q3
$416K Buy
9,916
+334
+3% +$13.5K 0.15% 68
2024
Q2
$363K Sell
9,582
-415
-4% -$15.7K 0.14% 65
2024
Q1
$385K Buy
9,997
+1,280
+15% +$46.9K 0.14% 73
2023
Q4
$313K Buy
+8,717
New +$295K 0.12% 64

Other funds holding FDL

Sykon Capital's FDL Position: Q2 2026 in Review

Sykon Capital increased its First Trust Morningstar Dividend Leaders Index Fund (FDL) stake by 2.8% in Q2 2026, buying an estimated $7.38K and bringing the position to 5,443 shares worth $265K. The position accounts for 0.08% of the portfolio, ranked #90.

Sykon Capital first reported a position in FDL in Q4 2023 and has held it in 9 quarters since. The position peaked at $416K in Q3 2024. 495 funds tracked by Wall St. Rank hold FDL as of Q2 2026.

  • Sykon Capital held 5,443 shares of First Trust Morningstar Dividend Leaders Index Fund worth $265K as of Q2 2026.
  • Sykon Capital bought 148 First Trust Morningstar Dividend Leaders Index Fund shares in Q2 2026, an estimated $7.38K.
  • First Trust Morningstar Dividend Leaders Index Fund made up 0.08% of Sykon Capital's portfolio in Q2 2026, its #90 holding.
  • Sykon Capital first reported a position in First Trust Morningstar Dividend Leaders Index Fund in Q4 2023 and has held it in 9 quarters since.
  • Sykon Capital's First Trust Morningstar Dividend Leaders Index Fund position peaked at $416K in Q3 2024.
  • 495 funds tracked by Wall St. Rank held First Trust Morningstar Dividend Leaders Index Fund as of Q2 2026.

Based on Sykon Capital's 13F filing for Q2 2026, filed 12 Aug 2026.