Atlas Private Wealth Advisors’s First Trust Morningstar Dividend Leaders Index Fund FDL Stock Holding History

Atlas Private Wealth Advisors’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
2026 Q1	$757K	Sell	14,910 -3,104	-17%	-$152K	0.18%	68
2025 Q4	$799K	Sell	18,014 -18,753	-51%	-$817K	0.19%	63
2025 Q3	$1.6M	Sell	36,767 -6,185	-14%	-$268K	0.39%	44
2025 Q2	$1.8M	Buy	+42,952	New	+$1.77M	0.23%	58
2021 Q4	–	Sell	-710	Closed	-$23K	–	341
2021 Q3	$23K	Hold	710	–	–	0.01%	332
2021 Q2	$24K	Hold	710	–	–	0.01%	337
2021 Q1	$23K	Hold	710	–	–	0.01%	345
2020 Q4	$21K	Hold	710	–	–	0.01%	328
2020 Q3	$19K	Hold	710	–	–	0.02%	315
2020 Q2	$18K	Buy	+710	New	+$17.7K	0.02%	331

Other funds holding FDL

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return

Raymond James Financial

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

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

Bank of America

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

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

Cetera Investment Advisers

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

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Northwestern Mutual Wealth Management

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return