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

Dana 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
2025
Q4 		– Sell
-23,722
Closed -$1.03M – 565
2025
Q3 		$1.03M Sell
23,722
-4,422
-16% -$192K 0.03% 386
2025
Q2 		$1.18M Buy
+28,144
New +$1.16M 0.04% 364

Other funds holding FDL

LPL Financial
LPL Financial San Diego, California $377B 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 $432B 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 $530B 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 $570B 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 $666B AUM 30.12% 1-Year Est. Return
CAG
Csenge Advisory Group Clearwater, Florida $2.18B AUM 16.73% 1-Year Est. Return

Dana Investment Advisors's FDL Position: Q4 2025 in Review

Dana Investment Advisors sold out of First Trust Morningstar Dividend Leaders Index Fund (FDL) in Q4 2025, closing a stake of 23,722 shares — an estimated $1.03M sold.

Dana Investment Advisors first reported a position in FDL in Q2 2025 and held it in 2 quarters. The position peaked at $1.18M in Q2 2025. 466 funds tracked by Wall St. Rank hold FDL as of Q4 2025.

  • Dana Investment Advisors reported no remaining First Trust Morningstar Dividend Leaders Index Fund position as of Q4 2025 after selling out during the quarter.
  • Dana Investment Advisors sold 23,722 First Trust Morningstar Dividend Leaders Index Fund shares in Q4 2025, an estimated $1.03M.
  • Dana Investment Advisors first reported a position in First Trust Morningstar Dividend Leaders Index Fund in Q2 2025 and held it in 2 quarters.
  • Dana Investment Advisors's First Trust Morningstar Dividend Leaders Index Fund position peaked at $1.18M in Q2 2025.
  • 466 funds tracked by Wall St. Rank held First Trust Morningstar Dividend Leaders Index Fund as of Q4 2025.

Based on Dana Investment Advisors's 13F filing for Q4 2025, filed 5 Feb 2026.