Focus Financial Network’s First Trust Morningstar Dividend Leaders Index Fund FDL Stock Holding History

Focus Financial Network’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	-9,969	Closed	-$417K	–	748
2025 Q2	$417K	Sell	9,969 -9,198	-48%	-$380K	0.02%	475
2025 Q1	$833K	Buy	+19,167	New	+$810K	0.03%	307
2024 Q1	–	Sell	-12,734	Closed	-$457K	–	664
2023 Q4	$457K	Buy	+12,734	New	+$431K	0.02%	478

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

AAP

Arax Advisory Partners Denver, Colorado $15.1B AUM 27.93% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 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

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

Focus Financial Network's FDL Position: Q3 2025 in Review

Focus Financial Network sold out of First Trust Morningstar Dividend Leaders Index Fund (FDL) in Q3 2025, closing a stake of 9,969 shares — an estimated $417K sold.

Focus Financial Network first reported a position in FDL in Q4 2023 and held it in 3 quarters. The position peaked at $833K in Q1 2025. 437 funds tracked by Wall St. Rank hold FDL as of Q3 2025.

Focus Financial Network reported no remaining First Trust Morningstar Dividend Leaders Index Fund position as of Q3 2025 after selling out during the quarter.
Focus Financial Network sold 9,969 First Trust Morningstar Dividend Leaders Index Fund shares in Q3 2025, an estimated $417K.
Focus Financial Network first reported a position in First Trust Morningstar Dividend Leaders Index Fund in Q4 2023 and held it in 3 quarters.
Focus Financial Network's First Trust Morningstar Dividend Leaders Index Fund position peaked at $833K in Q1 2025.
437 funds tracked by Wall St. Rank held First Trust Morningstar Dividend Leaders Index Fund as of Q3 2025.

Based on Focus Financial Network's 13F filing for Q3 2025, filed 10 Oct 2025.