Creekmur Asset Management’s First Trust Morningstar Dividend Leaders Index Fund FDL Stock Holding History

Creekmur Asset Management’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	$17.6K	Hold	407	–	–	﹤0.01%	453
2025 Q2	$17K	Sell	407 -150	-27%	-$6.19K	﹤0.01%	458
2025 Q1	$24.2K	Sell	557 -1	-0.2%	-$42	0.01%	382
2024 Q4	$22.5K	Hold	558	–	–	0.01%	322
2024 Q3	$23.4K	Sell	558 -108	-16%	-$4.36K	0.01%	325
2024 Q2	$25.3K	Sell	666 -713	-52%	-$27.1K	0.01%	340
2024 Q1	$53.1K	Sell	1,379 -1,993	-59%	-$73K	0.02%	246
2023 Q4	$121K	Buy	+3,372	New	+$114K	0.04%	186

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

AAP

Arax Advisory Partners Denver, Colorado $15.1B AUM 27.93% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Creekmur Asset Management's FDL Position: Q3 2025 in Review

Creekmur Asset Management held its First Trust Morningstar Dividend Leaders Index Fund (FDL) position steady in Q3 2025 at 407 shares worth $17.6K. The position accounts for ﹤0.01% of the portfolio, ranked #453.

Creekmur Asset Management first reported a position in FDL in Q4 2023 and has held it in 8 quarters since. The position peaked at $121K in Q4 2023. 437 funds tracked by Wall St. Rank hold FDL as of Q3 2025.

Creekmur Asset Management held 407 shares of First Trust Morningstar Dividend Leaders Index Fund worth $17.6K as of Q3 2025.
Creekmur Asset Management left its First Trust Morningstar Dividend Leaders Index Fund share count unchanged in Q3 2025.
First Trust Morningstar Dividend Leaders Index Fund made up ﹤0.01% of Creekmur Asset Management's portfolio in Q3 2025, its #453 holding.
Creekmur Asset Management first reported a position in First Trust Morningstar Dividend Leaders Index Fund in Q4 2023 and has held it in 8 quarters since.
Creekmur Asset Management's First Trust Morningstar Dividend Leaders Index Fund position peaked at $121K in Q4 2023.
437 funds tracked by Wall St. Rank held First Trust Morningstar Dividend Leaders Index Fund as of Q3 2025.

Based on Creekmur Asset Management's 13F filing for Q3 2025, filed 12 Nov 2025.