Envestnet Portfolio Solutions
FDL icon

Envestnet Portfolio Solutions’s First Trust Morningstar Dividend Leaders Index Fund FDL Stock Holding History

Envestnet Portfolio 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 		$3.15M Sell
62,090
-20,248
-25% -$990K 0.02% 373
2025
Q4 		$3.65M Sell
82,338
-9,205
-10% -$401K 0.01% 426
2025
Q3 		$3.97M Sell
91,543
-3,989
-4% -$173K 0.01% 398
2025
Q2 		$4M Sell
95,532
-24,334
-20% -$1M 0.01% 409
2025
Q1 		$5.21M Buy
119,866
+2,442
+2% +$103K 0.02% 353
2024
Q4 		$4.73M Buy
117,424
+7,111
+6% +$298K 0.02% 409
2024
Q3 		$4.63M Sell
110,313
-1,039
-0.9% -$41.9K 0.02% 413
2024
Q2 		$4.22M Sell
111,352
-7,720
-6% -$293K 0.01% 411
2024
Q1 		$4.58M Sell
119,072
-17,213
-13% -$630K 0.02% 400
2023
Q4 		$4.89M Sell
136,285
-2,023
-1% -$68.5K 0.02% 331
2023
Q3 		$4.63M Buy
+138,308
New +$4.79M 0.02% 326

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