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

Vontobel Holding’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	$768K	Buy	15,121 +1,943	+15%	+$95K	﹤0.01%	713
2025 Q4	$584K	Sell	13,178 -4,330	-25%	-$189K	﹤0.01%	941
2025 Q3	$760K	Sell	17,508 -840	-5%	-$36.4K	﹤0.01%	812
2025 Q2	$768K	Buy	18,348 +4,907	+37%	+$203K	﹤0.01%	766
2025 Q1	$584K	Buy	+13,441	New	+$568K	﹤0.01%	737
2024 Q4	–	Sell	-30,386	Closed	-$1.27M	–	1122
2024 Q3	$1.27M	Buy	+30,386	New	+$1.23M	﹤0.01%	535
2023 Q2	–	Sell	-15,974	Closed	-$567K	–	1108
2023 Q1	$567K	Sell	15,974 -20,963	-57%	-$767K	0.01%	748
2022 Q4	$1.35M	Buy	+36,937	New	+$1.33M	0.01%	503

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

Vontobel Holding's FDL Position: Q1 2026 in Review

Vontobel Holding increased its First Trust Morningstar Dividend Leaders Index Fund (FDL) stake by 15% in Q1 2026, buying an estimated $95K and bringing the position to 15,121 shares worth $768K. The position accounts for ﹤0.01% of the portfolio, ranked #713.

Vontobel Holding first reported a position in FDL in Q4 2022 and has held it in 8 quarters since. The position peaked at $1.35M in Q4 2022. 501 funds tracked by Wall St. Rank hold FDL as of Q1 2026.

Vontobel Holding held 15,121 shares of First Trust Morningstar Dividend Leaders Index Fund worth $768K as of Q1 2026.
Vontobel Holding bought 1,943 First Trust Morningstar Dividend Leaders Index Fund shares in Q1 2026, an estimated $95K.
First Trust Morningstar Dividend Leaders Index Fund made up ﹤0.01% of Vontobel Holding's portfolio in Q1 2026, its #713 holding.
Vontobel Holding first reported a position in First Trust Morningstar Dividend Leaders Index Fund in Q4 2022 and has held it in 8 quarters since.
Vontobel Holding's First Trust Morningstar Dividend Leaders Index Fund position peaked at $1.35M in Q4 2022.
501 funds tracked by Wall St. Rank held First Trust Morningstar Dividend Leaders Index Fund as of Q1 2026.

Based on Vontobel Holding's 13F filing for Q1 2026, filed 8 May 2026.