CIBC Private Wealth Group
FDL icon

CIBC Private Wealth Group’s First Trust Morningstar Dividend Leaders Index Fund FDL Stock Holding History

CIBC Private Wealth 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
-669
Closed -$28K – 3160
2025
Q2 		$28K Buy
+669
New +$27.6K ﹤0.01% 1895
2025
Q1 		– Sell
-500
Closed -$20.1K – 3153
2024
Q4 		$20.1K Hold
500
– – ﹤0.01% 2056
2024
Q3 		$21K Hold
500
– – ﹤0.01% 2135
2024
Q2 		$18.9K Sell
500
-360
-42% -$13.7K ﹤0.01% 2049
2024
Q1 		$33K Buy
+860
New +$31.5K ﹤0.01% 1841

Other funds holding FDL

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AAP
Arax Advisory Partners Denver, Colorado $3.54B AUM 19.14% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

CIBC Private Wealth Group's FDL Position: Q3 2025 in Review

CIBC Private Wealth Group sold out of First Trust Morningstar Dividend Leaders Index Fund (FDL) in Q3 2025, closing a stake of 669 shares — an estimated $28K sold.

CIBC Private Wealth Group first reported a position in FDL in Q1 2024 and held it in 5 quarters. The position peaked at $33K in Q1 2024. 437 funds tracked by Wall St. Rank hold FDL as of Q3 2025.

  • CIBC Private Wealth Group reported no remaining First Trust Morningstar Dividend Leaders Index Fund position as of Q3 2025 after selling out during the quarter.
  • CIBC Private Wealth Group sold 669 First Trust Morningstar Dividend Leaders Index Fund shares in Q3 2025, an estimated $28K.
  • CIBC Private Wealth Group first reported a position in First Trust Morningstar Dividend Leaders Index Fund in Q1 2024 and held it in 5 quarters.
  • CIBC Private Wealth Group's First Trust Morningstar Dividend Leaders Index Fund position peaked at $33K in Q1 2024.
  • 437 funds tracked by Wall St. Rank held First Trust Morningstar Dividend Leaders Index Fund as of Q3 2025.

Based on CIBC Private Wealth Group's 13F filing for Q3 2025, filed 24 Nov 2025.