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BOLTON SECURITIES CORPORATION’s First Trust Morningstar Dividend Leaders Index Fund FDL Stock Holding History

BOLTON SECURITIES CORPORATION’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 		$76.1K Hold
1,550
– – ﹤0.01% 1196
2026
Q2 		$75.4K Hold
1,550
– – ﹤0.01% 1188
2026
Q1 		$78.7K Buy
+1,550
New +$75.8K ﹤0.01% 1116
2025
Q3 		$72.5K Buy
+1,670
New +$72.4K ﹤0.01% 1058
2025
Q1 		$5.21K Buy
+120
New +$5.07K ﹤0.01% 1570

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Osaic Holdings
Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return
Csenge Advisory Group
Csenge Advisory Group Clearwater, Florida $2.53B AUM 18.15% 1-Year Est. Return
Private Advisor Group
Private Advisor Group Morristown, New Jersey $29.9B AUM 19.22% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Rockport Wealth
Rockport Wealth Fairview Park, Ohio $571M AUM 17.22% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

BOLTON SECURITIES CORPORATION's FDL Position: Q3 2026 in Review

BOLTON SECURITIES CORPORATION held its First Trust Morningstar Dividend Leaders Index Fund (FDL) position steady in Q3 2026 at 1,550 shares worth $76.1K. The position accounts for ﹤0.01% of the portfolio, ranked #1196.

BOLTON SECURITIES CORPORATION first reported a position in FDL in Q1 2025 and has held it in 5 quarters since. The position peaked at $78.7K in Q1 2026. 378 funds tracked by Wall St. Rank hold FDL as of Q3 2026.

  • BOLTON SECURITIES CORPORATION held 1,550 shares of First Trust Morningstar Dividend Leaders Index Fund worth $76.1K as of Q3 2026.
  • BOLTON SECURITIES CORPORATION left its First Trust Morningstar Dividend Leaders Index Fund share count unchanged in Q3 2026.
  • First Trust Morningstar Dividend Leaders Index Fund made up ﹤0.01% of BOLTON SECURITIES CORPORATION's portfolio in Q3 2026, its #1196 holding.
  • BOLTON SECURITIES CORPORATION first reported a position in First Trust Morningstar Dividend Leaders Index Fund in Q1 2025 and has held it in 5 quarters since.
  • BOLTON SECURITIES CORPORATION's First Trust Morningstar Dividend Leaders Index Fund position peaked at $78.7K in Q1 2026.
  • 378 funds tracked by Wall St. Rank held First Trust Morningstar Dividend Leaders Index Fund as of Q3 2026.

Based on BOLTON SECURITIES CORPORATION's 13F filing for Q3 2026, filed 12 Nov 2026.