First Trust Morningstar Dividend Leaders Index Fund

FDL

Market cap $5.78B

Overview Fund Activity

43.78 USD

-0.01

0.02%

At close Updated Sep 18, 10:14 AM EDT

1 day

-0.02%

5 days

-0.77%

1 month

0.74%

3 months

4.19%

6 months

0.6%

Year to date

8.72%

1 year

4.89%

5 years

63.97%

10 years

97.39%

0

Funds holding %

of 7,463 funds

–

Analysts bullish %

Fund manager confidence

Based on 2025 Q2 regulatory disclosures by fund managers ($100M+ AUM)

60% more repeat investments, than reductions

Existing positions increased: 195 | Existing positions reduced: 122

41% more first-time investments, than exits

New positions opened: 48 | Existing positions closed: 34

2% more funds holding

Funds holding: 428 [Q1] → 437 (+9) [Q2]

0% more capital invested

Capital invested by funds: $3.21B [Q1] → $3.21B (+$191K) [Q2]

0.66% less ownership

Funds ownership: 60.04% [Q1] → 59.39% (-0.66%) [Q2]

15% less funds holding in top 10

Funds holding in top 10: 20 [Q1] → 17 (-3) [Q2]

See Fund Rankings

Financial journalist opinion

FDL: The Portfolio Rebalance Is Hurting Performance; Consider Alternatives

I downgrade FDL to hold due to its heavy energy and health care exposure, which are underperforming and dragging on returns. The recent portfolio rebalance increased FDL's risk and volatility, with 55% concentration in its top 10 holdings and poor sector outlooks. While FDL offers a strong 4% yield and dividend growth, its sluggish price momentum and sector struggles limit upside potential.

FDL: The Portfolio Rebalance Is Hurting Performance; Consider Alternatives

Zacks Investment Research

Should First Trust Morningstar Dividend Leaders ETF (FDL) Be on Your Investing Radar?

Designed to provide broad exposure to the Large Cap Value segment of the US equity market, the First Trust Morningstar Dividend Leaders ETF (FDL) is a passively managed exchange traded fund launched on 03/09/2006.

Should First Trust Morningstar Dividend Leaders ETF (FDL) Be on Your Investing Radar?

How To Clean Up Your Dividend Portfolio (Without Panic Or Regret)

Holding a bunch of stocks from the same sector doesn't mean you're diversified. In fact, it could make your portfolio more vulnerable. Small positions (

How To Clean Up Your Dividend Portfolio (Without Panic Or Regret)

FDL: A Deep Dive Into Yield, Safety, And Timing

FDL offers a rules-based, high-yield, value-tilted ETF focused on consistent dividend payers, favoring defensive sectors for income-oriented investors. Performance analysis shows FDL excels during pullbacks and late-stage rallies, but underperforms in sharp market crashes after consolidation phases. Despite past volatility issues, FDL's recent returns and the current macro environment make it attractive for yield-focused and defensive portfolio stabilization.

FDL: A Deep Dive Into Yield, Safety, And Timing

Zacks Investment Research

Tap 4 Quality ETFs With Cheaper Valuation & Juicy Yields

Tap into quality with IQDY, ADVE, UEVM and FDL -- ETFs offering lower P/Es than SPY and with yields up to 6.5% amid market uncertainty.

Tap 4 Quality ETFs With Cheaper Valuation & Juicy Yields

Zacks Investment Research

Should First Trust Morningstar Dividend Leaders ETF (FDL) Be on Your Investing Radar?

Launched on 03/09/2006, the First Trust Morningstar Dividend Leaders ETF (FDL) is a passively managed exchange traded fund designed to provide a broad exposure to the Large Cap Value segment of the US equity market.

Should First Trust Morningstar Dividend Leaders ETF (FDL) Be on Your Investing Radar?

24/7 Wall Street

Why First Trust's FDL ETF Is the Safest Way to Invest for Dividends Today

The First Trust Morningstar Dividend Leaders Index Fund offers a high yield that outweighs the fund's management fees.

Why First Trust's FDL ETF Is the Safest Way to Invest for Dividends Today

Zacks Investment Research

5 U.S. Dividend ETFs Outperforming Amid Market Turmoil

Here are five dividend ETFs that are outpacing the broader market this year and are considered solid options in uncertain markets.

5 U.S. Dividend ETFs Outperforming Amid Market Turmoil

Investors Business Daily

Investors Can't Get Enough Of These 7 Trump-Proof Dividend Stocks

Investors nervous about President Trump's tariffs have one thing on their mind: S&P 500 dividends. The post Investors Can't Get Enough Of These 7 Trump-Proof Dividend Stocks appeared first on Investor's Business Daily.

Investors Can't Get Enough Of These 7 Trump-Proof Dividend Stocks

Seeking Yield In Equity Funds With Lower Valuations And Risk

I track about a thousand funds using Mutual Fund Observer and have developed a ranking system to group equity funds into four categories based on risk, valuation, and/or yield. Tier One contains the Lipper Categories and funds that have a combination of lower risk, lower valuations, and higher yields. Tier Two contains those with low to moderate valuations and have lower risk.

Seeking Yield In Equity Funds With Lower Valuations And Risk

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