Trustmark National Bank Trust Department’s First Trust Morningstar Dividend Leaders Index Fund FDL Stock Holding History

Trustmark National Bank Trust Department's FDL Position: Q1 2026 in Review

Trustmark National Bank Trust Department increased its First Trust Morningstar Dividend Leaders Index Fund (FDL) stake by 45% in Q1 2026, buying an estimated $372K and bringing the position to 24,619 shares worth $1.25M. The position accounts for 0.08% of the portfolio, ranked #149.

Trustmark National Bank Trust Department first reported a position in FDL in Q1 2025 and has held it in 5 quarters since. 502 funds tracked by Wall St. Rank hold FDL as of Q1 2026.

• Trustmark National Bank Trust Department held 24,619 shares of First Trust Morningstar Dividend Leaders Index Fund worth $1.25M as of Q1 2026.
• Trustmark National Bank Trust Department bought 7,619 First Trust Morningstar Dividend Leaders Index Fund shares in Q1 2026, an estimated $372K.
• First Trust Morningstar Dividend Leaders Index Fund made up 0.08% of Trustmark National Bank Trust Department's portfolio in Q1 2026, its #149 holding.
• Trustmark National Bank Trust Department first reported a position in First Trust Morningstar Dividend Leaders Index Fund in Q1 2025 and has held it in 5 quarters since.
• 502 funds tracked by Wall St. Rank held First Trust Morningstar Dividend Leaders Index Fund as of Q1 2026.

Based on Trustmark National Bank Trust Department's 13F filing for Q1 2026, filed 14 May 2026.