CMP
FDL icon

Coston McIsaac & Partners’s First Trust Morningstar Dividend Leaders Index Fund FDL Stock Holding History

Coston McIsaac & 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 		$1K Hold
36
– – ﹤0.01% 791
2025
Q4 		$1K Hold
36
– – ﹤0.01% 784
2025
Q3 		$1K Hold
36
– – ﹤0.01% 753
2025
Q2 		$1K Hold
36
– – ﹤0.01% 724
2025
Q1 		$1K Hold
36
– – ﹤0.01% 714
2024
Q4 		$1K Hold
36
– – ﹤0.01% 711
2024
Q3 		$1 Hold
36
– – ﹤0.01% 713
2024
Q2 		$1K Hold
36
– – ﹤0.01% 694
2024
Q1 		$1K Hold
36
– – ﹤0.01% 685
2023
Q4 		$1K Hold
36
– – ﹤0.01% 679
2023
Q3 		$1K Hold
36
– – ﹤0.01% 686
2023
Q2 		$1K Hold
36
– – ﹤0.01% 727
2023
Q1 		$1K Hold
36
– – ﹤0.01% 751
2022
Q4 		$1 Hold
36
– – ﹤0.01% 723
2022
Q3 		$1K Hold
36
– – ﹤0.01% 645
2022
Q2 		$1K Buy
+36
New +$1.35K ﹤0.01% 451

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