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

WhitTier Trust Company’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 Q2	$50.1K	Hold	1,000	–	–	﹤0.01%	740
2026 Q1	$50.5K	Hold	1,000	–	–	﹤0.01%	725
2025 Q4	$44.9K	Hold	1,000	–	–	﹤0.01%	730
2025 Q3	$43.9K	Hold	1,000	–	–	﹤0.01%	722
2025 Q2	$41.9K	Hold	1,000	–	–	﹤0.01%	828
2025 Q1	$43.4K	Hold	1,000	–	–	﹤0.01%	809
2024 Q4	$40.3K	Hold	1,000	–	–	﹤0.01%	797
2024 Q3	$42K	Hold	1,000	–	–	﹤0.01%	788
2024 Q2	$37.9K	Buy	+1,000	New	+$37.9K	﹤0.01%	762

Other funds holding FDL

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

WhitTier Trust Company's FDL Position: Q2 2026 in Review

WhitTier Trust Company held its First Trust Morningstar Dividend Leaders Index Fund (FDL) position steady in Q2 2026 at 1,000 shares worth $50.1K. The position accounts for ﹤0.01% of the portfolio, ranked #740.

WhitTier Trust Company first reported a position in FDL in Q2 2024 and has held it in 9 quarters since. The position peaked at $50.5K in Q1 2026. 495 funds tracked by Wall St. Rank hold FDL as of Q2 2026.

WhitTier Trust Company held 1,000 shares of First Trust Morningstar Dividend Leaders Index Fund worth $50.1K as of Q2 2026.
WhitTier Trust Company left its First Trust Morningstar Dividend Leaders Index Fund share count unchanged in Q2 2026.
First Trust Morningstar Dividend Leaders Index Fund made up ﹤0.01% of WhitTier Trust Company's portfolio in Q2 2026, its #740 holding.
WhitTier Trust Company first reported a position in First Trust Morningstar Dividend Leaders Index Fund in Q2 2024 and has held it in 9 quarters since.
WhitTier Trust Company's First Trust Morningstar Dividend Leaders Index Fund position peaked at $50.5K in Q1 2026.
495 funds tracked by Wall St. Rank held First Trust Morningstar Dividend Leaders Index Fund as of Q2 2026.

Based on WhitTier Trust Company's 13F filing for Q2 2026, filed 28 Jul 2026.