Valued Retirements’s First Trust Morningstar Dividend Leaders Index Fund FDL Stock Holding History

Valued Retirements’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	$2.42M	Buy	+47,561	New	+$2.32M	2.36%	13

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

Valued Retirements's FDL Position: Q1 2026 in Review

Valued Retirements opened a new position in First Trust Morningstar Dividend Leaders Index Fund (FDL) in Q1 2026: 47,561 shares worth $2.42M. The stake represents 2.36% of the portfolio and ranks #13 among its holdings.

501 funds tracked by Wall St. Rank hold FDL as of Q1 2026.

Valued Retirements held 47,561 shares of First Trust Morningstar Dividend Leaders Index Fund worth $2.42M as of Q1 2026.
First Trust Morningstar Dividend Leaders Index Fund was a new Valued Retirements position in Q1 2026.
First Trust Morningstar Dividend Leaders Index Fund made up 2.36% of Valued Retirements's portfolio in Q1 2026, its #13 holding.
501 funds tracked by Wall St. Rank held First Trust Morningstar Dividend Leaders Index Fund as of Q1 2026.

Based on Valued Retirements's 13F filing for Q1 2026, filed 13 May 2026.