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Bartlett & Co Wealth Management’s First Trust Morningstar Dividend Leaders Index Fund FDL Stock Holding History

Bartlett & Co 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
2026
Q1 		– Sell
-119
Closed -$5.28K – 1312
2025
Q4 		$5.28K Buy
+119
New +$5.18K ﹤0.01% 1010

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
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Bartlett & Co Wealth Management's FDL Position: Q1 2026 in Review

Bartlett & Co Wealth Management sold out of First Trust Morningstar Dividend Leaders Index Fund (FDL) in Q1 2026, closing a stake of 119 shares — an estimated $5.28K sold.

Bartlett & Co Wealth Management first reported a position in FDL in Q4 2025 and held it in 1 quarter. The position peaked at $5.28K in Q4 2025. 504 funds tracked by Wall St. Rank hold FDL as of Q1 2026.

  • Bartlett & Co Wealth Management reported no remaining First Trust Morningstar Dividend Leaders Index Fund position as of Q1 2026 after selling out during the quarter.
  • Bartlett & Co Wealth Management sold 119 First Trust Morningstar Dividend Leaders Index Fund shares in Q1 2026, an estimated $5.28K.
  • Bartlett & Co Wealth Management first reported a position in First Trust Morningstar Dividend Leaders Index Fund in Q4 2025 and held it in 1 quarter.
  • Bartlett & Co Wealth Management's First Trust Morningstar Dividend Leaders Index Fund position peaked at $5.28K in Q4 2025.
  • 504 funds tracked by Wall St. Rank held First Trust Morningstar Dividend Leaders Index Fund as of Q1 2026.

Based on Bartlett & Co Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.