Thurston Springer Miller Herd & Titak’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
$95.4K Hold
1,961
0.03% 359
2026
Q1
$99.6K Buy
1,961
+180
+10% +$8.8K 0.04% 378
2025
Q4
$79K Buy
1,781
+552
+45% +$24K 0.03% 407
2025
Q3
$53.3K Sell
1,229
-5,170
-81% -$224K 0.11% 200
2025
Q2
$268K Buy
6,399
+1,389
+28% +$57.4K 0.03% 324
2025
Q1
$218K Buy
5,010
+915
+22% +$38.7K 0.04% 315
2024
Q4
$165K Buy
4,095
+650
+19% +$27.3K 0.03% 299
2024
Q3
$145K Sell
3,445
-19
-0.5% -$767 0.04% 332
2024
Q2
$131K Buy
+3,464
New +$131K 0.04% 365

Other funds holding FDL

Thurston Springer Miller Herd & Titak's FDL Position: Q2 2026 in Review

Thurston Springer Miller Herd & Titak held its First Trust Morningstar Dividend Leaders Index Fund (FDL) position steady in Q2 2026 at 1,961 shares worth $95.4K. The position accounts for 0.03% of the portfolio, ranked #359.

Thurston Springer Miller Herd & Titak first reported a position in FDL in Q2 2024 and has held it in 9 quarters since. The position peaked at $268K in Q2 2025. 495 funds tracked by Wall St. Rank hold FDL as of Q2 2026.

  • Thurston Springer Miller Herd & Titak held 1,961 shares of First Trust Morningstar Dividend Leaders Index Fund worth $95.4K as of Q2 2026.
  • Thurston Springer Miller Herd & Titak left its First Trust Morningstar Dividend Leaders Index Fund share count unchanged in Q2 2026.
  • First Trust Morningstar Dividend Leaders Index Fund made up 0.03% of Thurston Springer Miller Herd & Titak's portfolio in Q2 2026, its #359 holding.
  • Thurston Springer Miller Herd & Titak first reported a position in First Trust Morningstar Dividend Leaders Index Fund in Q2 2024 and has held it in 9 quarters since.
  • Thurston Springer Miller Herd & Titak's First Trust Morningstar Dividend Leaders Index Fund position peaked at $268K in Q2 2025.
  • 495 funds tracked by Wall St. Rank held First Trust Morningstar Dividend Leaders Index Fund as of Q2 2026.

Based on Thurston Springer Miller Herd & Titak's 13F filing for Q2 2026, filed 8 Jul 2026.