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

Brooklyn Investment 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
Q3 		– Sell
-98
Closed -$4.1K – 1354
2025
Q2 		$4.1K Hold
98
– – ﹤0.01% 2558
2025
Q1 		$4.26K Buy
+98
New +$4.14K ﹤0.01% 1876

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
AAP
Arax Advisory Partners Denver, Colorado $15.1B AUM 27.93% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 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
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Brooklyn Investment Group's FDL Position: Q3 2025 in Review

Brooklyn Investment Group sold out of First Trust Morningstar Dividend Leaders Index Fund (FDL) in Q3 2025, closing a stake of 98 shares — an estimated $4.1K sold.

Brooklyn Investment Group first reported a position in FDL in Q1 2025 and held it in 2 quarters. The position peaked at $4.26K in Q1 2025. 437 funds tracked by Wall St. Rank hold FDL as of Q3 2025.

  • Brooklyn Investment Group reported no remaining First Trust Morningstar Dividend Leaders Index Fund position as of Q3 2025 after selling out during the quarter.
  • Brooklyn Investment Group sold 98 First Trust Morningstar Dividend Leaders Index Fund shares in Q3 2025, an estimated $4.1K.
  • Brooklyn Investment Group first reported a position in First Trust Morningstar Dividend Leaders Index Fund in Q1 2025 and held it in 2 quarters.
  • Brooklyn Investment Group's First Trust Morningstar Dividend Leaders Index Fund position peaked at $4.26K in Q1 2025.
  • 437 funds tracked by Wall St. Rank held First Trust Morningstar Dividend Leaders Index Fund as of Q3 2025.

Based on Brooklyn Investment Group's 13F filing for Q3 2025, filed 14 Nov 2025.