FDL ETF Analysis: Morningstar Dividend Leaders | NYSE
Large Value | NYSE, USA | Market Cap: 7.905m USD | 12M Return: 20.5% | US3369171091 | Charts, Fundamentals & Technical Analysis
Avg Turnover: 29.8M
Warnings
No concerns identified
Tailwinds
No distinct edge detected
Seasonality 11.7 years of data
How good or bad each month usually is (without trend). The score below shows how much you can trust it: 0 = pure chance, >40 gets interesting and >55 is strong.
The First Trust Morningstar Dividend Leaders Index Fund (FDL) is an exchange-traded fund that seeks to track the performance of the Morningstar Dividend Leaders Index, investing at least 90% of its net assets in the securities that comprise the index. The index is designed to measure the performance of the 100 highest-yielding stocks that have demonstrated a consistent record of dividend payments and the financial ability to sustain those payments. The fund is classified as non-diversified, meaning it may concentrate its holdings in a smaller number of issuers compared to diversified funds.
As a passively managed equity ETF in the Large Value category, FDL follows an index-based investment strategy that focuses on dividend-yielding companies. The funds emphasis on high-yielding stocks with sustainable dividend records reflects an income-oriented investment approach commonly used by investors seeking regular income streams and exposure to established, cash-generating businesses.
- Fed rate hikes boost bond yields versus dividend stocks
- Underlying holdings cut dividends amid economic slowdown pressure
- AUM declines as investors rotate to low-cost dividend ETF competitors
- Sector concentration in utilities and REITs amplifies interest rate sensitivity
As of September 27, 2026, the stock is trading at USD 49.76 with a total of 557,776 shares traded. Over the past week, the price has changed by -1.79%, over one month by -5.73%, over three months by +2.28% and over the past year by +20.46%.
Current recommended Stop Loss: 48.80 (which is 1.9% or 1.8 ATR below the current price).
Morningstar Dividend Leaders has no consensus analysts rating.