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Axxcess Wealth Management’s First Trust Morningstar Dividend Leaders Index Fund FDL Stock Holding History

Axxcess Wealth Management’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
Q1 		– Sell
-6,311
Closed -$254K – 879
2024
Q4 		$254K Sell
6,311
-57
-0.9% -$2.39K 0.01% 723
2024
Q3 		$267K Sell
6,368
-1,161
-15% -$46.8K 0.01% 726
2024
Q2 		$286K Buy
+7,529
New +$286K 0.01% 664

Other funds holding FDL

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
RW
Rockport Wealth Fairview Park, Ohio $595M AUM 23.65% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Axxcess Wealth Management's FDL Position: Q1 2025 in Review

Axxcess Wealth Management sold out of First Trust Morningstar Dividend Leaders Index Fund (FDL) in Q1 2025, closing a stake of 6,311 shares — an estimated $254K sold.

Axxcess Wealth Management first reported a position in FDL in Q2 2024 and held it in 3 quarters. The position peaked at $286K in Q2 2024. 434 funds tracked by Wall St. Rank hold FDL as of Q1 2025.

  • Axxcess Wealth Management reported no remaining First Trust Morningstar Dividend Leaders Index Fund position as of Q1 2025 after selling out during the quarter.
  • Axxcess Wealth Management sold 6,311 First Trust Morningstar Dividend Leaders Index Fund shares in Q1 2025, an estimated $254K.
  • Axxcess Wealth Management first reported a position in First Trust Morningstar Dividend Leaders Index Fund in Q2 2024 and held it in 3 quarters.
  • Axxcess Wealth Management's First Trust Morningstar Dividend Leaders Index Fund position peaked at $286K in Q2 2024.
  • 434 funds tracked by Wall St. Rank held First Trust Morningstar Dividend Leaders Index Fund as of Q1 2025.

Based on Axxcess Wealth Management's 13F filing for Q1 2025, filed 30 Apr 2025.