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

Ergawealth 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
-5,829
Closed -$253K – 56
2025
Q3 		$253K Sell
5,829
-33,171
-85% -$1.44M 0.12% 48
2025
Q2 		$1.63M Buy
39,000
+5,176
+15% +$214K 0.73% 23
2025
Q1 		$1.47M Buy
33,824
+21,907
+184% +$926K 0.73% 22
2024
Q4 		$480K Sell
11,917
-9,561
-45% -$401K 0.24% 38
2024
Q3 		$901K Sell
21,478
-8,718
-29% -$352K 0.45% 26
2024
Q2 		$1.15M Sell
30,196
-22,645
-43% -$859K 0.62% 21
2024
Q1 		$2.03M Sell
52,841
-39,411
-43% -$1.44M 1.11% 13
2023
Q4 		$3.31M Sell
92,252
-43,675
-32% -$1.48M 2.04% 13
2023
Q3 		$4.55M Sell
135,927
-51,941
-28% -$1.8M 3.14% 10
2023
Q2 		$6.39M Buy
187,868
+14,124
+8% +$489K 4.38% 9
2023
Q1 		$6.17M Buy
173,744
+60,259
+53% +$2.2M 5.02% 7
2022
Q4 		$4.15M Buy
+113,485
New +$4.09M 3.76% 9

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

Ergawealth Advisors's FDL Position: Q4 2025 in Review

Ergawealth Advisors sold out of First Trust Morningstar Dividend Leaders Index Fund (FDL) in Q4 2025, closing a stake of 5,829 shares — an estimated $253K sold.

Ergawealth Advisors first reported a position in FDL in Q4 2022 and held it in 12 quarters. The position peaked at $6.39M in Q2 2023. 466 funds tracked by Wall St. Rank hold FDL as of Q4 2025.

  • Ergawealth Advisors reported no remaining First Trust Morningstar Dividend Leaders Index Fund position as of Q4 2025 after selling out during the quarter.
  • Ergawealth Advisors sold 5,829 First Trust Morningstar Dividend Leaders Index Fund shares in Q4 2025, an estimated $253K.
  • Ergawealth Advisors first reported a position in First Trust Morningstar Dividend Leaders Index Fund in Q4 2022 and held it in 12 quarters.
  • Ergawealth Advisors's First Trust Morningstar Dividend Leaders Index Fund position peaked at $6.39M in Q2 2023.
  • 466 funds tracked by Wall St. Rank held First Trust Morningstar Dividend Leaders Index Fund as of Q4 2025.

Based on Ergawealth Advisors's 13F filing for Q4 2025, filed 21 Jan 2026.