William Mack & Associates
FDL icon

William Mack & Associates’s First Trust Morningstar Dividend Leaders Index Fund FDL Stock Holding History

William Mack & Associates’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 		$7.76K Buy
+158
New +$8.14K ﹤0.01% 434

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Jones Financial Companies
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Osaic Holdings
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Csenge Advisory Group
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Private Advisor Group
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William Mack & Associates's FDL Position: Q3 2026 in Review

William Mack & Associates opened a new position in First Trust Morningstar Dividend Leaders Index Fund (FDL) in Q3 2026: 158 shares worth $7.76K. The stake represents ﹤0.01% of the portfolio and ranks #434 among its holdings.

458 funds tracked by Wall St. Rank hold FDL as of Q3 2026.

  • William Mack & Associates held 158 shares of First Trust Morningstar Dividend Leaders Index Fund worth $7.76K as of Q3 2026.
  • First Trust Morningstar Dividend Leaders Index Fund was a new William Mack & Associates position in Q3 2026.
  • First Trust Morningstar Dividend Leaders Index Fund made up ﹤0.01% of William Mack & Associates's portfolio in Q3 2026, its #434 holding.
  • 458 funds tracked by Wall St. Rank held First Trust Morningstar Dividend Leaders Index Fund as of Q3 2026.

Based on William Mack & Associates's 13F filing for Q3 2026, filed 27 Oct 2026.