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EWG Elevate’s First Trust Morningstar Dividend Leaders Index Fund FDL Stock Holding History

EWG Elevate’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 		$6.48M Buy
149,216
+1,522
+1% +$66K 2.02% 11
2025
Q2 		$6.18M Buy
+147,694
New +$6.1M 1.91% 13
2023
Q1 		– Sell
-24
Closed -$877 – 285
2022
Q4 		$877 Buy
+24
New +$865 ﹤0.01% 681

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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AAP
Arax Advisory Partners Denver, Colorado $3.54B AUM 19.14% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

EWG Elevate's FDL Position: Q3 2025 in Review

EWG Elevate increased its First Trust Morningstar Dividend Leaders Index Fund (FDL) stake by 1% in Q3 2025, buying an estimated $66K and bringing the position to 149,216 shares worth $6.48M. The position accounts for 2.02% of the portfolio, ranked #11.

EWG Elevate first reported a position in FDL in Q4 2022 and has held it in 3 quarters since. 437 funds tracked by Wall St. Rank hold FDL as of Q3 2025.

  • EWG Elevate held 149,216 shares of First Trust Morningstar Dividend Leaders Index Fund worth $6.48M as of Q3 2025.
  • EWG Elevate bought 1,522 First Trust Morningstar Dividend Leaders Index Fund shares in Q3 2025, an estimated $66K.
  • First Trust Morningstar Dividend Leaders Index Fund made up 2.02% of EWG Elevate's portfolio in Q3 2025, its #11 holding.
  • EWG Elevate first reported a position in First Trust Morningstar Dividend Leaders Index Fund in Q4 2022 and has held it in 3 quarters since.
  • 437 funds tracked by Wall St. Rank held First Trust Morningstar Dividend Leaders Index Fund as of Q3 2025.

Based on EWG Elevate's 13F filing for Q3 2025, filed 7 Oct 2025.