Bond & Devick Financial Network’s First Trust Morningstar Dividend Leaders Index Fund FDL Stock Holding History

Bond & Devick Financial Network’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	$280K	Hold	5,511	–	–	0.08%	157
2025 Q4	$244K	Hold	5,511	–	–	0.07%	162
2025 Q3	$239K	Hold	5,511	–	–	0.07%	159
2025 Q2	$231K	Hold	5,511	–	–	0.08%	151
2025 Q1	$239K	Hold	5,511	–	–	0.09%	142
2024 Q4	$231K	Hold	5,511	–	–	0.1%	145
2024 Q3	$231K	Hold	5,511	–	–	0.1%	145
2024 Q2	$209K	Hold	5,511	–	–	0.11%	143
2024 Q1	$212K	Buy	+5,511	New	+$202K	0.12%	138
2023 Q1	–	Sell	-5,511	Closed	-$201K	–	128
2022 Q4	$201K	Buy	+5,511	New	+$199K	0.14%	123

Other funds holding FDL

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $432B 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 $530B 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 $570B 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 $666B 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