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

TD Capital Management’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	$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

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

TD Capital Management's FDL Position: Q1 2026 in Review

TD Capital Management increased its First Trust Morningstar Dividend Leaders Index Fund (FDL) stake by 89% in Q1 2026, buying an estimated $6.11K and bringing the position to 266 shares worth $13.5K. The position accounts for ﹤0.01% of the portfolio, ranked #432.

TD Capital Management first reported a position in FDL in Q4 2024 and has held it in 6 quarters since. 501 funds tracked by Wall St. Rank hold FDL as of Q1 2026.

TD Capital Management held 266 shares of First Trust Morningstar Dividend Leaders Index Fund worth $13.5K as of Q1 2026.
TD Capital Management bought 125 First Trust Morningstar Dividend Leaders Index Fund shares in Q1 2026, an estimated $6.11K.
First Trust Morningstar Dividend Leaders Index Fund made up ﹤0.01% of TD Capital Management's portfolio in Q1 2026, its #432 holding.
TD Capital Management first reported a position in First Trust Morningstar Dividend Leaders Index Fund in Q4 2024 and has held it in 6 quarters since.
501 funds tracked by Wall St. Rank held First Trust Morningstar Dividend Leaders Index Fund as of Q1 2026.

Based on TD Capital Management's 13F filing for Q1 2026, filed 11 May 2026.