TD Waterhouse Canada’s First Trust Morningstar Dividend Leaders Index Fund FDL Stock Holding History

TD Waterhouse Canada’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	$464K	Sell	9,480 -2,568	-21%	-$128K	﹤0.01%	886
2026 Q1	$602K	Sell	12,048 -20,865	-63%	-$1.02M	﹤0.01%	803
2025 Q4	$1.46M	Sell	32,913 -3,537	-10%	-$154K	0.01%	508
2025 Q3	$1.6M	Sell	36,450 -44,444	-55%	-$1.93M	0.01%	484
2025 Q2	$3.45M	Buy	+80,894	New	+$3.34M	0.02%	336
2024 Q1	–	Sell	-2,139	Closed	-$77.5K	–	1822
2023 Q4	$77.5K	Hold	2,139	–	–	﹤0.01%	856
2023 Q3	$70.4K	Hold	2,139	–	–	﹤0.01%	840
2023 Q2	$73.3K	Buy	2,139 +1,851	+643%	+$64.1K	﹤0.01%	851
2023 Q1	$10.3K	Buy	+288	New	+$10.5K	﹤0.01%	1215

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

TD Waterhouse Canada's FDL Position: Q2 2026 in Review

TD Waterhouse Canada reduced its First Trust Morningstar Dividend Leaders Index Fund (FDL) stake by 21% in Q2 2026, selling an estimated $128K and leaving 9,480 shares worth $464K. The position accounts for ﹤0.01% of the portfolio, ranked #886.

TD Waterhouse Canada first reported a position in FDL in Q1 2023 and has held it in 9 quarters since. The position peaked at $3.45M in Q2 2025. 495 funds tracked by Wall St. Rank hold FDL as of Q2 2026.

TD Waterhouse Canada held 9,480 shares of First Trust Morningstar Dividend Leaders Index Fund worth $464K as of Q2 2026.
TD Waterhouse Canada sold 2,568 First Trust Morningstar Dividend Leaders Index Fund shares in Q2 2026, an estimated $128K.
First Trust Morningstar Dividend Leaders Index Fund made up ﹤0.01% of TD Waterhouse Canada's portfolio in Q2 2026, its #886 holding.
TD Waterhouse Canada first reported a position in First Trust Morningstar Dividend Leaders Index Fund in Q1 2023 and has held it in 9 quarters since.
TD Waterhouse Canada's First Trust Morningstar Dividend Leaders Index Fund position peaked at $3.45M in Q2 2025.
495 funds tracked by Wall St. Rank held First Trust Morningstar Dividend Leaders Index Fund as of Q2 2026.

Based on TD Waterhouse Canada's 13F filing for Q2 2026, filed 27 Jul 2026.