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Concurrent Investment Advisors’s First Trust Morningstar Dividend Leaders Index Fund FDL Stock Holding History

Concurrent Investment Advisors’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 		$5.87M Buy
115,549
+575
+0.5% +$28.1K 0.06% 325
2025
Q4 		$5.1M Buy
114,974
+4,619
+4% +$201K 0.06% 324
2025
Q3 		$4.79M Sell
110,355
-4,797
-4% -$208K 0.08% 248
2025
Q2 		$4.82M Sell
115,152
-2,425
-2% -$100K 0.09% 230
2025
Q1 		$5.11M Sell
117,577
-2,701
-2% -$114K 0.12% 181
2024
Q4 		$4.84M Buy
120,278
+13,068
+12% +$548K 0.13% 161
2024
Q3 		$4.5M Buy
107,210
+1,816
+2% +$73.3K 0.13% 163
2024
Q2 		$4M Sell
105,394
-2,243
-2% -$85.1K 0.13% 160
2024
Q1 		$4.14M Sell
107,637
-6,436
-6% -$236K 0.17% 137
2023
Q4 		$4.09M Buy
+114,073
New +$3.86M 0.19% 125

Other funds holding FDL

LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return