Bessemer Group’s First Trust Morningstar Dividend Leaders Index Fund FDL Stock Holding History

Bessemer Group’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	–	Sell	-1,645	Closed	-$71K	–	2578
2025 Q3	$71K	Sell	1,645 -915	-36%	-$39.6K	﹤0.01%	1344
2025 Q2	$107K	Hold	2,560	–	–	﹤0.01%	1201
2025 Q1	$111K	Sell	2,560 -3,450	-57%	-$146K	﹤0.01%	1191
2024 Q4	$242K	Hold	6,010	–	–	﹤0.01%	1036
2024 Q3	$252K	Buy	6,010 +1,650	+38%	+$66.6K	﹤0.01%	1077
2024 Q2	$165K	Hold	4,360	–	–	﹤0.01%	1048
2024 Q1	$168K	Sell	4,360 -540	-11%	-$19.8K	﹤0.01%	1052
2023 Q4	$176K	Sell	4,900 -100	-2%	-$3.39K	﹤0.01%	1063
2023 Q3	$167K	Hold	5,000	–	–	﹤0.01%	1070
2023 Q2	$170K	Hold	5,000	–	–	﹤0.01%	1095
2023 Q1	$178K	Hold	5,000	–	–	﹤0.01%	926
2022 Q4	$183K	Sell	5,000 -15,000	-75%	-$541K	﹤0.01%	913
2022 Q3	$643K	Hold	20,000	–	–	﹤0.01%	671
2022 Q2	$704K	Buy	20,000 +5,000	+33%	+$187K	﹤0.01%	634
2022 Q1	$562K	Sell	15,000 -24,885	-62%	-$907K	﹤0.01%	603
2021 Q4	$1.42M	Sell	39,885 -5,000	-11%	-$170K	﹤0.01%	402
2021 Q3	$1.47M	Buy	+44,885	New	+$1.5M	﹤0.01%	358
2016 Q1	–	Sell	-2,800	Closed	-$66K	–	1534
2015 Q4	$66K	Hold	2,800	–	–	﹤0.01%	916
2015 Q3	$62K	Buy	+2,800	New	+$63.6K	﹤0.01%	919

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

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 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

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

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

CAG

Csenge Advisory Group Clearwater, Florida $2.47B AUM 24.93% 1-Year Est. Return

Bessemer Group's FDL Position: Q4 2025 in Review

Bessemer Group sold out of First Trust Morningstar Dividend Leaders Index Fund (FDL) in Q4 2025, closing a stake of 1,645 shares — an estimated $71K sold.

Bessemer Group first reported a position in FDL in Q3 2015 and held it in 19 quarters. The position peaked at $1.47M in Q3 2021. 466 funds tracked by Wall St. Rank hold FDL as of Q4 2025.

Bessemer Group reported no remaining First Trust Morningstar Dividend Leaders Index Fund position as of Q4 2025 after selling out during the quarter.
Bessemer Group sold 1,645 First Trust Morningstar Dividend Leaders Index Fund shares in Q4 2025, an estimated $71K.
Bessemer Group first reported a position in First Trust Morningstar Dividend Leaders Index Fund in Q3 2015 and held it in 19 quarters.
Bessemer Group's First Trust Morningstar Dividend Leaders Index Fund position peaked at $1.47M in Q3 2021.
466 funds tracked by Wall St. Rank held First Trust Morningstar Dividend Leaders Index Fund as of Q4 2025.

Based on Bessemer Group's 13F filing for Q4 2025, filed 5 Feb 2026.