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Financial Advocates Investment Management’s First Trust Morningstar Dividend Leaders Index Fund FDL Stock Holding History

Financial Advocates Investment Management’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 		– Sell
-4,888
Closed -$205K – 228
2025
Q2 		$205K Sell
4,888
-7
-0.1% -$289 0.02% 584
2025
Q1 		$213K Sell
4,895
-201
-4% -$8.49K 0.01% 661
2024
Q4 		$205K Sell
5,096
-17,788
-78% -$747K 0.01% 695
2024
Q3 		$960K Buy
22,884
+16,054
+235% +$648K 0.05% 315
2024
Q2 		$259K Sell
6,830
-149,029
-96% -$5.65M 0.02% 613
2024
Q1 		$6M Sell
155,859
-52,168
-25% -$1.91M 0.35% 72
2023
Q4 		$7.46M Sell
208,027
-2,245
-1% -$76.1K 0.49% 47
2023
Q3 		$7.03M Buy
210,272
+18,533
+10% +$642K 0.51% 43
2023
Q2 		$6.52M Sell
191,739
-18,418
-9% -$638K 0.47% 48
2023
Q1 		$7.46M Sell
210,157
-3,484
-2% -$127K 0.54% 39
2022
Q4 		$7.81M Buy
+213,641
New +$7.7M 0.58% 30
2021
Q2 		– Sell
-8,448
Closed -$276K – 769
2021
Q1 		$276K Buy
8,448
+947
+13% +$29.4K 0.02% 630
2020
Q4 		$222K Sell
7,501
-2,219
-23% -$62.7K 0.02% 654
2020
Q3 		$253K Sell
9,720
-576
-6% -$15.3K 0.02% 515
2020
Q2 		$261K Buy
10,296
+418
+4% +$10.4K 0.02% 494
2020
Q1 		$221K Sell
9,878
-2,130
-18% -$61.4K 0.03% 416
2019
Q4 		$391K Buy
12,008
+586
+5% +$18.6K 0.04% 359
2019
Q3 		$355K Buy
11,422
+395
+4% +$12.1K 0.04% 353
2019
Q2 		$338K Buy
11,027
+65
+0.6% +$1.96K 0.04% 356
2019
Q1 		$331K Sell
10,962
-384
-3% -$11.1K 0.04% 345
2018
Q4 		$309K Buy
11,346
+456
+4% +$13.2K 0.04% 329
2018
Q3 		$325K Sell
10,890
-1,554
-12% -$45.7K 0.04% 372
2018
Q2 		$355K Sell
12,444
-5,884
-32% -$168K 0.04% 333
2018
Q1 		$517K Sell
18,328
-22,277
-55% -$655K 0.07% 251
2017
Q4 		$1.22M Buy
+40,605
New +$1.19M 0.17% 132

Other funds holding FDL

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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 $15.1B AUM 27.93% 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

Financial Advocates Investment Management's FDL Position: Q3 2025 in Review

Financial Advocates Investment Management sold out of First Trust Morningstar Dividend Leaders Index Fund (FDL) in Q3 2025, closing a stake of 4,888 shares — an estimated $205K sold.

Financial Advocates Investment Management first reported a position in FDL in Q4 2017 and held it in 25 quarters. The position peaked at $7.81M in Q4 2022. 437 funds tracked by Wall St. Rank hold FDL as of Q3 2025.

  • Financial Advocates Investment Management reported no remaining First Trust Morningstar Dividend Leaders Index Fund position as of Q3 2025 after selling out during the quarter.
  • Financial Advocates Investment Management sold 4,888 First Trust Morningstar Dividend Leaders Index Fund shares in Q3 2025, an estimated $205K.
  • Financial Advocates Investment Management first reported a position in First Trust Morningstar Dividend Leaders Index Fund in Q4 2017 and held it in 25 quarters.
  • Financial Advocates Investment Management's First Trust Morningstar Dividend Leaders Index Fund position peaked at $7.81M in Q4 2022.
  • 437 funds tracked by Wall St. Rank held First Trust Morningstar Dividend Leaders Index Fund as of Q3 2025.

Based on Financial Advocates Investment Management's 13F filing for Q3 2025, filed 6 Nov 2025.