Atria Wealth Solutions’s First Trust Morningstar Dividend Leaders Index Fund FDL Stock Holding History

Atria Wealth Solutions’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	$6.73M	Sell	160,497 -35,648	-18%	-$1.47M	0.15%	149
2025 Q1	$8.52M	Buy	196,145 +98,712	+101%	+$4.17M	0.1%	213
2024 Q4	$3.93M	Buy	97,433 +15,888	+19%	+$667K	0.04%	420
2024 Q3	$3.42M	Sell	81,545 -7,300	-8%	-$295K	0.04%	450
2024 Q2	$3.37M	Sell	88,845 -17,774	-17%	-$674K	0.04%	447
2024 Q1	$4.1M	Sell	106,619 -23,826	-18%	-$872K	0.05%	396
2023 Q4	$4.68M	Sell	130,445 -63,505	-33%	-$2.15M	0.06%	333
2023 Q3	$6.49M	Sell	193,950 -26,602	-12%	-$922K	0.09%	231
2023 Q2	$7.5M	Sell	220,552 -64,096	-23%	-$2.22M	0.1%	195
2023 Q1	$10.1M	Buy	284,648 +28,610	+11%	+$1.05M	0.15%	146
2022 Q4	$9.36M	Buy	256,038 +113,483	+80%	+$4.09M	0.15%	147
2022 Q3	$4.58M	Buy	142,555 +27,348	+24%	+$977K	0.08%	245
2022 Q2	$4.06M	Buy	115,207 +85,532	+288%	+$3.2M	0.08%	267
2022 Q1	$1.11M	Buy	+29,675	New	+$1.08M	0.02%	690

Other funds holding FDL

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Atria Wealth Solutions's FDL Position: Q2 2025 in Review

Atria Wealth Solutions reduced its First Trust Morningstar Dividend Leaders Index Fund (FDL) stake by 18% in Q2 2025, selling an estimated $1.47M and leaving 160,497 shares worth $6.73M. The position accounts for 0.15% of the portfolio, ranked #149.

Atria Wealth Solutions first reported a position in FDL in Q1 2022 and has held it in 14 quarters since. The position peaked at $10.1M in Q1 2023. 443 funds tracked by Wall St. Rank hold FDL as of Q2 2025.

Atria Wealth Solutions held 160,497 shares of First Trust Morningstar Dividend Leaders Index Fund worth $6.73M as of Q2 2025.
Atria Wealth Solutions sold 35,648 First Trust Morningstar Dividend Leaders Index Fund shares in Q2 2025, an estimated $1.47M.
First Trust Morningstar Dividend Leaders Index Fund made up 0.15% of Atria Wealth Solutions's portfolio in Q2 2025, its #149 holding.
Atria Wealth Solutions first reported a position in First Trust Morningstar Dividend Leaders Index Fund in Q1 2022 and has held it in 14 quarters since.
Atria Wealth Solutions's First Trust Morningstar Dividend Leaders Index Fund position peaked at $10.1M in Q1 2023.
443 funds tracked by Wall St. Rank held First Trust Morningstar Dividend Leaders Index Fund as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.