AIFG Consultants’s First Trust Morningstar Dividend Leaders Index Fund FDL Stock Holding History

AIFG Consultants’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 Q4	$231K	Sell	5,213 -4,075	-44%	-$177K	0.4%	47
2025 Q3	$403K	Sell	9,288 -683	-7%	-$29.6K	0.71%	33
2025 Q2	$417K	Sell	9,971 -4,369	-30%	-$180K	0.81%	33
2025 Q1	$623K	Sell	14,340 -1,407	-9%	-$59.5K	1.03%	28
2024 Q4	$634K	Sell	15,747 -108,751	-87%	-$4.56M	1.03%	25
2024 Q3	$5.22M	Sell	124,498 -11,467	-8%	-$463K	3.97%	11
2024 Q2	$5.16M	Sell	135,965 -14,222	-9%	-$540K	3.83%	12
2024 Q1	$5.78M	Sell	150,187 -2,300	-2%	-$84.2K	4.17%	12
2023 Q4	$5.47M	Sell	152,487 -182,084	-54%	-$6.17M	4.16%	11
2023 Q3	$11.2M	Sell	334,571 -29,161	-8%	-$1.01M	9.28%	3
2023 Q2	$12.4M	Sell	363,732 -6,939	-2%	-$240K	9.93%	2
2023 Q1	$13.2M	Sell	370,671 -68,226	-16%	-$2.5M	11.14%	1
2022 Q4	$16M	Buy	+438,897	New	+$15.8M	15.63%	1

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

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 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

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

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

CAG

Csenge Advisory Group Clearwater, Florida $2.18B AUM 16.73% 1-Year Est. Return

AIFG Consultants's FDL Position: Q4 2025 in Review

AIFG Consultants reduced its First Trust Morningstar Dividend Leaders Index Fund (FDL) stake by 44% in Q4 2025, selling an estimated $177K and leaving 5,213 shares worth $231K. The position accounts for 0.4% of the portfolio, ranked #47.

AIFG Consultants first reported a position in FDL in Q4 2022 and has held it in 13 quarters since. The position peaked at $16M in Q4 2022. 466 funds tracked by Wall St. Rank hold FDL as of Q4 2025.

AIFG Consultants held 5,213 shares of First Trust Morningstar Dividend Leaders Index Fund worth $231K as of Q4 2025.
AIFG Consultants sold 4,075 First Trust Morningstar Dividend Leaders Index Fund shares in Q4 2025, an estimated $177K.
First Trust Morningstar Dividend Leaders Index Fund made up 0.4% of AIFG Consultants's portfolio in Q4 2025, its #47 holding.
AIFG Consultants first reported a position in First Trust Morningstar Dividend Leaders Index Fund in Q4 2022 and has held it in 13 quarters since.
AIFG Consultants's First Trust Morningstar Dividend Leaders Index Fund position peaked at $16M in Q4 2022.
466 funds tracked by Wall St. Rank held First Trust Morningstar Dividend Leaders Index Fund as of Q4 2025.

Based on AIFG Consultants's 13F filing for Q4 2025, filed 4 Feb 2026.