First Trust Morningstar Dividend Leaders Index FundFDL

ETFFirst Trust
Type
ETF
Peer group
US equity: large companies
Net assets
$7.3B
Expense ratio
0.43%
1-year return
+23.6%
3 years, a year
+19.9%
5 years, a year
+13.8%
12-month yield
3.72%
Holdings
87

What it aims to do.

The First Trust Morningstar Dividend Leaders Index Fund (the Fund ) seeks investment results that correspond generally to the price and yield (before the Funds fees and expenses) of an equity index called the Morningstar Dividend Leaders Index SM (the Index ).

Top 10 holdings.

Holding% of fund
XOM Exxon Mobil Corp.11.05%
CVX Chevron Corp9.12%
VZ Verizon Communications Inc.7.36%
PFE Pfizer Inc.6.49%
MRK Merck & Co., Inc5.51%
PEP Pepsico Inc4.76%
MO Altria Group, Inc.4.45%
BMY Bristol-Myers Squibb Company3.26%
UPS United Parcel Service, Inc.3.03%
COP ConocoPhillips2.97%

More on FDL.

Returns after fees, from the fund's SEC filings up to Aug 2026. Past returns are not a promise. Not financial advice.