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Coppell Advisory Solutions’s First Trust Morningstar Dividend Leaders Index Fund FDL Stock Holding History

Coppell Advisory Solutions’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
-39,682
Closed -$1.77M – 117
2025
Q4 		$1.77M Sell
39,682
-13,489
-25% -$587K 0.17% 125
2025
Q3 		$2.29M Buy
53,171
+3,879
+8% +$168K 0.24% 85
2025
Q2 		$2.02M Sell
49,292
-1,496
-3% -$61.8K 0.24% 85
2025
Q1 		$2.09M Buy
50,788
+35,029
+222% +$1.48M 0.29% 71
2024
Q4 		$631K Buy
15,759
+1,661
+12% +$69.7K 0.09% 150
2024
Q3 		$588K Buy
14,098
+384
+3% +$15.5K 0.09% 155
2024
Q2 		$520K Buy
+13,714
New +$520K 0.09% 151
2023
Q4 		$2.42M Buy
67,457
+58,474
+651% +$1.98M 0.48% 44
2023
Q3 		$328K Sell
8,983
-2,379
-21% -$82.5K 0.11% 132
2023
Q2 		$384K Buy
11,362
+249
+2% +$8.63K 0.11% 134
2023
Q1 		$391K Buy
11,113
+2,130
+24% +$77.9K 0.13% 137
2022
Q4 		$328K Buy
+8,983
New +$324K 0.11% 134

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