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

Win Advisors’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 		$1.8M Buy
+35,364
New +$1.73M 0.82% 26
2025
Q2 		– Sell
-44,063
Closed -$1.91M – 59
2025
Q1 		$1.91M Buy
+44,063
New +$1.86M 0.98% 27

Other funds holding FDL

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Win Advisors's FDL Position: Q1 2026 in Review

Win Advisors opened a new position in First Trust Morningstar Dividend Leaders Index Fund (FDL) in Q1 2026: 35,364 shares worth $1.8M. The stake represents 0.82% of the portfolio and ranks #26 among its holdings. This is a return to the name: Win Advisors previously reported a position in FDL as recently as Q1 2025.

Win Advisors first reported a position in FDL in Q1 2025 and has held it in 2 quarters since. The position peaked at $1.91M in Q1 2025. 502 funds tracked by Wall St. Rank hold FDL as of Q1 2026.

  • Win Advisors held 35,364 shares of First Trust Morningstar Dividend Leaders Index Fund worth $1.8M as of Q1 2026.
  • First Trust Morningstar Dividend Leaders Index Fund was a new Win Advisors position in Q1 2026.
  • First Trust Morningstar Dividend Leaders Index Fund made up 0.82% of Win Advisors's portfolio in Q1 2026, its #26 holding.
  • Win Advisors first reported a position in First Trust Morningstar Dividend Leaders Index Fund in Q1 2025 and has held it in 2 quarters since.
  • Win Advisors's First Trust Morningstar Dividend Leaders Index Fund position peaked at $1.91M in Q1 2025.
  • 502 funds tracked by Wall St. Rank held First Trust Morningstar Dividend Leaders Index Fund as of Q1 2026.

Based on Win Advisors's 13F filing for Q1 2026, filed 1 May 2026.