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 Q3	$936K	Buy	19,058 +5,740	+43%	+$296K	﹤0.01%	841
2026 Q2	$648K	Sell	13,318 -1,803	-12%	-$90K	﹤0.01%	968
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

Csenge Advisory Group Clearwater, Florida $2.53B AUM 18.15% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Rockport Wealth Fairview Park, Ohio $571M AUM 17.22% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

TRUE Private Wealth Advisors Salem, Oregon $1.18B AUM 28.67% 1-Year Est. Return

SEP

Southland Equity Partners Wildwood, Missouri $583M AUM 16.78% 1-Year Est. Return

Beacon Financial Group Dallas, Texas $1.11B AUM 15.9% 1-Year Est. Return

D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return

Vontobel Holding's FDL Position: Q3 2026 in Review

Vontobel Holding increased its First Trust Morningstar Dividend Leaders Index Fund (FDL) stake by 43% in Q3 2026, buying an estimated $296K and bringing the position to 19,058 shares worth $936K. The position accounts for ﹤0.01% of the portfolio, ranked #841.

Vontobel Holding first reported a position in FDL in Q4 2022 and has held it in 10 quarters since. The position peaked at $1.35M in Q4 2022. 248 funds tracked by Wall St. Rank hold FDL as of Q3 2026.

Vontobel Holding held 19,058 shares of First Trust Morningstar Dividend Leaders Index Fund worth $936K as of Q3 2026.
Vontobel Holding bought 5,740 First Trust Morningstar Dividend Leaders Index Fund shares in Q3 2026, an estimated $296K.
First Trust Morningstar Dividend Leaders Index Fund made up ﹤0.01% of Vontobel Holding's portfolio in Q3 2026, its #841 holding.
Vontobel Holding first reported a position in First Trust Morningstar Dividend Leaders Index Fund in Q4 2022 and has held it in 10 quarters since.
Vontobel Holding's First Trust Morningstar Dividend Leaders Index Fund position peaked at $1.35M in Q4 2022.
248 funds tracked by Wall St. Rank held First Trust Morningstar Dividend Leaders Index Fund as of Q3 2026.

Based on Vontobel Holding's 13F filing for Q3 2026, filed 16 Oct 2026.