Brass Tax Wealth Management’s First Trust Morningstar Dividend Leaders Index Fund FDL Stock Holding History
Bought
Maintained
Sold
Other funds holding FDL
AAP
Brass Tax Wealth Management's FDL Position: Q3 2025 in Review
Brass Tax Wealth Management increased its First Trust Morningstar Dividend Leaders Index Fund (FDL) stake by 18% in Q3 2025, buying an estimated $43.2K and bringing the position to 6,663 shares worth $289K. The position accounts for 0.05% of the portfolio, ranked #184.
Brass Tax Wealth Management first reported a position in FDL in Q2 2025 and has held it in 2 quarters since. 437 funds tracked by Wall St. Rank hold FDL as of Q3 2025.
- Brass Tax Wealth Management held 6,663 shares of First Trust Morningstar Dividend Leaders Index Fund worth $289K as of Q3 2025.
- Brass Tax Wealth Management bought 996 First Trust Morningstar Dividend Leaders Index Fund shares in Q3 2025, an estimated $43.2K.
- First Trust Morningstar Dividend Leaders Index Fund made up 0.05% of Brass Tax Wealth Management's portfolio in Q3 2025, its #184 holding.
- Brass Tax Wealth Management first reported a position in First Trust Morningstar Dividend Leaders Index Fund in Q2 2025 and has held it in 2 quarters since.
- 437 funds tracked by Wall St. Rank held First Trust Morningstar Dividend Leaders Index Fund as of Q3 2025.
Based on Brass Tax Wealth Management's 13F filing for Q3 2025, filed 14 Nov 2025.