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

Sykon Capital’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	$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

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

Sykon Capital's FDL Position: Q1 2026 in Review

Sykon Capital reduced its First Trust Morningstar Dividend Leaders Index Fund (FDL) stake by 22% in Q1 2026, selling an estimated $72.1K and leaving 5,295 shares worth $269K. The position accounts for 0.09% of the portfolio, ranked #75.

Sykon Capital first reported a position in FDL in Q4 2023 and has held it in 8 quarters since. The position peaked at $416K in Q3 2024. 501 funds tracked by Wall St. Rank hold FDL as of Q1 2026.

Sykon Capital held 5,295 shares of First Trust Morningstar Dividend Leaders Index Fund worth $269K as of Q1 2026.
Sykon Capital sold 1,476 First Trust Morningstar Dividend Leaders Index Fund shares in Q1 2026, an estimated $72.1K.
First Trust Morningstar Dividend Leaders Index Fund made up 0.09% of Sykon Capital's portfolio in Q1 2026, its #75 holding.
Sykon Capital first reported a position in First Trust Morningstar Dividend Leaders Index Fund in Q4 2023 and has held it in 8 quarters since.
Sykon Capital's First Trust Morningstar Dividend Leaders Index Fund position peaked at $416K in Q3 2024.
501 funds tracked by Wall St. Rank held First Trust Morningstar Dividend Leaders Index Fund as of Q1 2026.

Based on Sykon Capital's 13F filing for Q1 2026, filed 22 Apr 2026.