TD Capital Management’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
$13.1K Buy
269
+3
+1% +$150 ﹤0.01% 425
2026
Q1
$13.5K Buy
266
+125
+89% +$6.11K ﹤0.01% 432
2025
Q4
$6.27K Buy
141
+1
+0.7% +$44 ﹤0.01% 502
2025
Q3
$6.06K Buy
140
+2
+1% +$87 ﹤0.01% 479
2025
Q2
$5.79K Buy
138
+1
+0.7% +$41 ﹤0.01% 487
2025
Q1
$5.94K Buy
137
+1
+0.7% +$42 ﹤0.01% 365
2024
Q4
$5.46K Buy
+136
New +$5.71K ﹤0.01% 343

Other funds holding FDL

TD Capital Management's FDL Position: Q2 2026 in Review

TD Capital Management increased its First Trust Morningstar Dividend Leaders Index Fund (FDL) stake by 1.1% in Q2 2026, buying an estimated $150 and bringing the position to 269 shares worth $13.1K. The position accounts for ﹤0.01% of the portfolio, ranked #425.

TD Capital Management first reported a position in FDL in Q4 2024 and has held it in 7 quarters since. The position peaked at $13.5K in Q1 2026. 495 funds tracked by Wall St. Rank hold FDL as of Q2 2026.

  • TD Capital Management held 269 shares of First Trust Morningstar Dividend Leaders Index Fund worth $13.1K as of Q2 2026.
  • TD Capital Management bought 3 First Trust Morningstar Dividend Leaders Index Fund shares in Q2 2026, an estimated $150.
  • First Trust Morningstar Dividend Leaders Index Fund made up ﹤0.01% of TD Capital Management's portfolio in Q2 2026, its #425 holding.
  • TD Capital Management first reported a position in First Trust Morningstar Dividend Leaders Index Fund in Q4 2024 and has held it in 7 quarters since.
  • TD Capital Management's First Trust Morningstar Dividend Leaders Index Fund position peaked at $13.5K in Q1 2026.
  • 495 funds tracked by Wall St. Rank held First Trust Morningstar Dividend Leaders Index Fund as of Q2 2026.

Based on TD Capital Management's 13F filing for Q2 2026, filed 6 Aug 2026.