Advisor Resource Council’s First Trust Morningstar Dividend Leaders Index Fund FDL Stock Holding History

Advisor Resource Council’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
2025 Q2	–	Sell	-14,478	Closed	-$629K	–	316
2025 Q1	$629K	Buy	+14,478	New	+$612K	0.05%	324
2024 Q2	–	Sell	-26,654	Closed	-$956K	–	111
2024 Q1	$956K	Sell	26,654 -89,450	-77%	-$3.27M	0.4%	57
2023 Q4	$4.17M	Buy	116,104 +92,444	+391%	+$3.13M	0.48%	55
2023 Q3	$791K	Sell	23,660 -21,233	-47%	-$736K	0.41%	44
2023 Q2	$1.53M	Buy	44,893 +8,069	+22%	+$280K	0.69%	24
2023 Q1	$1.33M	Buy	36,824 +5,362	+17%	+$196K	0.33%	75
2022 Q4	$1.15M	Buy	+31,462	New	+$1.13M	0.56%	31
2022 Q3	–	Sell	-11,507	Closed	-$405K	–	261
2022 Q2	$405K	Buy	+11,507	New	+$431K	0.04%	318

Other funds holding FDL

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Advisor Resource Council's FDL Position: Q2 2025 in Review

Advisor Resource Council sold out of First Trust Morningstar Dividend Leaders Index Fund (FDL) in Q2 2025, closing a stake of 14,478 shares — an estimated $629K sold.

Advisor Resource Council first reported a position in FDL in Q2 2022 and held it in 8 quarters. The position peaked at $4.17M in Q4 2023. 443 funds tracked by Wall St. Rank hold FDL as of Q2 2025.

Advisor Resource Council reported no remaining First Trust Morningstar Dividend Leaders Index Fund position as of Q2 2025 after selling out during the quarter.
Advisor Resource Council sold 14,478 First Trust Morningstar Dividend Leaders Index Fund shares in Q2 2025, an estimated $629K.
Advisor Resource Council first reported a position in First Trust Morningstar Dividend Leaders Index Fund in Q2 2022 and held it in 8 quarters.
Advisor Resource Council's First Trust Morningstar Dividend Leaders Index Fund position peaked at $4.17M in Q4 2023.
443 funds tracked by Wall St. Rank held First Trust Morningstar Dividend Leaders Index Fund as of Q2 2025.

Based on Advisor Resource Council's 13F filing for Q2 2025, filed 11 Aug 2025.