Catalyst Financial Partners’s First Trust Morningstar Dividend Leaders Index Fund FDL Stock Holding History

Catalyst Financial Partners’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	–	Sell	-5,000	Closed	-$222K	–	376
2025 Q4	$222K	Hold	5,000	–	–	0.02%	292
2025 Q3	$217K	Hold	5,000	–	–	0.03%	294
2025 Q2	$209K	Sell	5,000 -2,159	-30%	-$89.2K	0.02%	288
2025 Q1	$311K	Hold	7,159	–	–	0.06%	212
2024 Q4	$288K	Hold	7,159	–	–	0.05%	214
2024 Q3	$300K	Hold	7,159	–	–	0.06%	201
2024 Q2	$272K	Buy	+7,159	New	+$272K	0.06%	201

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Catalyst Financial Partners's FDL Position: Q1 2026 in Review

Catalyst Financial Partners sold out of First Trust Morningstar Dividend Leaders Index Fund (FDL) in Q1 2026, closing a stake of 5,000 shares — an estimated $222K sold.

Catalyst Financial Partners first reported a position in FDL in Q2 2024 and held it in 7 quarters. The position peaked at $311K in Q1 2025. 504 funds tracked by Wall St. Rank hold FDL as of Q1 2026.

Catalyst Financial Partners reported no remaining First Trust Morningstar Dividend Leaders Index Fund position as of Q1 2026 after selling out during the quarter.
Catalyst Financial Partners sold 5,000 First Trust Morningstar Dividend Leaders Index Fund shares in Q1 2026, an estimated $222K.
Catalyst Financial Partners first reported a position in First Trust Morningstar Dividend Leaders Index Fund in Q2 2024 and held it in 7 quarters.
Catalyst Financial Partners's First Trust Morningstar Dividend Leaders Index Fund position peaked at $311K in Q1 2025.
504 funds tracked by Wall St. Rank held First Trust Morningstar Dividend Leaders Index Fund as of Q1 2026.

Based on Catalyst Financial Partners's 13F filing for Q1 2026, filed 12 May 2026.