Fifth Third Securities’s First Trust Morningstar Dividend Leaders Index Fund FDL Stock Holding History

Fifth Third Securities’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 Q2	–	Sell	-53,611	Closed	-$2.33M	–	312
2025 Q1	$2.33M	Buy	+53,611	New	+$2.27M	0.2%	116
2024 Q3	–	Sell	-11,079	Closed	-$420K	–	258
2024 Q2	$420K	Buy	+11,079	New	+$420K	0.04%	222

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

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

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

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

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Fifth Third Securities's FDL Position: Q2 2025 in Review

Fifth Third Securities sold out of First Trust Morningstar Dividend Leaders Index Fund (FDL) in Q2 2025, closing a stake of 53,611 shares — an estimated $2.33M sold.

Fifth Third Securities first reported a position in FDL in Q2 2024 and held it in 2 quarters. The position peaked at $2.33M in Q1 2025. 443 funds tracked by Wall St. Rank hold FDL as of Q2 2025.

Fifth Third Securities reported no remaining First Trust Morningstar Dividend Leaders Index Fund position as of Q2 2025 after selling out during the quarter.
Fifth Third Securities sold 53,611 First Trust Morningstar Dividend Leaders Index Fund shares in Q2 2025, an estimated $2.33M.
Fifth Third Securities first reported a position in First Trust Morningstar Dividend Leaders Index Fund in Q2 2024 and held it in 2 quarters.
Fifth Third Securities's First Trust Morningstar Dividend Leaders Index Fund position peaked at $2.33M in Q1 2025.
443 funds tracked by Wall St. Rank held First Trust Morningstar Dividend Leaders Index Fund as of Q2 2025.

Based on Fifth Third Securities's 13F filing for Q2 2025, filed 17 Jul 2025.