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

World Investment 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 Q2	$4.23M	Sell	83,258 -15	-0%	-$749	0.07%	297
2026 Q1	$4.23M	Buy	83,273 +9,527	+13%	+$466K	0.07%	300
2025 Q4	$3.27M	Buy	73,746 +4,759	+7%	+$207K	0.05%	351
2025 Q3	$2.99M	Buy	68,987 +42,518	+161%	+$1.84M	0.06%	320
2025 Q2	$1.11M	Buy	26,469 +1,484	+6%	+$61.3K	0.03%	502
2025 Q1	$1.09M	Buy	24,985 +4,012	+19%	+$170K	0.03%	482
2024 Q4	$844K	Buy	20,973 +3,009	+17%	+$126K	0.02%	521
2024 Q3	$754K	Buy	+17,964	New	+$725K	0.02%	486

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

World Investment Advisors's FDL Position: Q2 2026 in Review

World Investment Advisors reduced its First Trust Morningstar Dividend Leaders Index Fund (FDL) stake by 0.02% in Q2 2026, selling an estimated $749 and leaving 83,258 shares worth $4.23M. The position accounts for 0.07% of the portfolio, ranked #297.

World Investment Advisors first reported a position in FDL in Q3 2024 and has held it in 8 quarters since. The position peaked at $4.23M in Q1 2026. 494 funds tracked by Wall St. Rank hold FDL as of Q2 2026.

World Investment Advisors held 83,258 shares of First Trust Morningstar Dividend Leaders Index Fund worth $4.23M as of Q2 2026.
World Investment Advisors sold 15 First Trust Morningstar Dividend Leaders Index Fund shares in Q2 2026, an estimated $749.
First Trust Morningstar Dividend Leaders Index Fund made up 0.07% of World Investment Advisors's portfolio in Q2 2026, its #297 holding.
World Investment Advisors first reported a position in First Trust Morningstar Dividend Leaders Index Fund in Q3 2024 and has held it in 8 quarters since.
World Investment Advisors's First Trust Morningstar Dividend Leaders Index Fund position peaked at $4.23M in Q1 2026.
494 funds tracked by Wall St. Rank held First Trust Morningstar Dividend Leaders Index Fund as of Q2 2026.

Based on World Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.