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Burkett Financial Services’s First Trust Morningstar Dividend Leaders Index Fund FDL Stock Holding History

Burkett Financial Services’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
Q2 		– Sell
-310
Closed -$13.5K – 231
2025
Q1 		$13.5K Buy
+310
New +$13.1K 0.01% 154

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
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
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
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Burkett Financial Services's FDL Position: Q2 2025 in Review

Burkett Financial Services sold out of First Trust Morningstar Dividend Leaders Index Fund (FDL) in Q2 2025, closing a stake of 310 shares — an estimated $13.5K sold.

Burkett Financial Services first reported a position in FDL in Q1 2025 and held it in 1 quarter. The position peaked at $13.5K in Q1 2025. 443 funds tracked by Wall St. Rank hold FDL as of Q2 2025.

  • Burkett Financial Services reported no remaining First Trust Morningstar Dividend Leaders Index Fund position as of Q2 2025 after selling out during the quarter.
  • Burkett Financial Services sold 310 First Trust Morningstar Dividend Leaders Index Fund shares in Q2 2025, an estimated $13.5K.
  • Burkett Financial Services first reported a position in First Trust Morningstar Dividend Leaders Index Fund in Q1 2025 and held it in 1 quarter.
  • Burkett Financial Services's First Trust Morningstar Dividend Leaders Index Fund position peaked at $13.5K in Q1 2025.
  • 443 funds tracked by Wall St. Rank held First Trust Morningstar Dividend Leaders Index Fund as of Q2 2025.

Based on Burkett Financial Services's 13F filing for Q2 2025, filed 1 Jul 2025.