Columbia Advisory Partners’s First Trust Morningstar Dividend Leaders Index Fund FDL Stock Holding History

Columbia Advisory 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	-5,294	Closed	-$235K	–	99
2025 Q4	$235K	Sell	5,294 -681	-11%	-$29.7K	0.16%	79
2025 Q3	$259K	Buy	5,975 +272	+5%	+$11.8K	0.18%	71
2025 Q2	$239K	Buy	+5,703	New	+$236K	0.18%	69

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

Columbia Advisory Partners's FDL Position: Q1 2026 in Review

Columbia Advisory Partners sold out of First Trust Morningstar Dividend Leaders Index Fund (FDL) in Q1 2026, closing a stake of 5,294 shares — an estimated $235K sold.

Columbia Advisory Partners first reported a position in FDL in Q2 2025 and held it in 3 quarters. The position peaked at $259K in Q3 2025. 504 funds tracked by Wall St. Rank hold FDL as of Q1 2026.

Columbia Advisory Partners reported no remaining First Trust Morningstar Dividend Leaders Index Fund position as of Q1 2026 after selling out during the quarter.
Columbia Advisory Partners sold 5,294 First Trust Morningstar Dividend Leaders Index Fund shares in Q1 2026, an estimated $235K.
Columbia Advisory Partners first reported a position in First Trust Morningstar Dividend Leaders Index Fund in Q2 2025 and held it in 3 quarters.
Columbia Advisory Partners's First Trust Morningstar Dividend Leaders Index Fund position peaked at $259K in Q3 2025.
504 funds tracked by Wall St. Rank held First Trust Morningstar Dividend Leaders Index Fund as of Q1 2026.

Based on Columbia Advisory Partners's 13F filing for Q1 2026, filed 23 Apr 2026.