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

Freedom 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	-6,481	Closed	-$271K	–	332
2025 Q2	$271K	Buy	6,481 +624	+11%	+$25.8K	0.02%	621
2025 Q1	$254K	Sell	5,857 -194	-3%	-$8.2K	0.02%	646
2024 Q4	$244K	Sell	6,051 -23	-0.4%	-$965	0.02%	667
2024 Q3	$255K	Buy	6,074 +245	+4%	+$9.89K	0.02%	649
2024 Q2	$221K	Buy	+5,829	New	+$221K	0.02%	688

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

Freedom Investment Management's FDL Position: Q3 2025 in Review

Freedom Investment Management sold out of First Trust Morningstar Dividend Leaders Index Fund (FDL) in Q3 2025, closing a stake of 6,481 shares — an estimated $271K sold.

Freedom Investment Management first reported a position in FDL in Q2 2024 and held it in 5 quarters. The position peaked at $271K in Q2 2025. 437 funds tracked by Wall St. Rank hold FDL as of Q3 2025.

Freedom Investment Management reported no remaining First Trust Morningstar Dividend Leaders Index Fund position as of Q3 2025 after selling out during the quarter.
Freedom Investment Management sold 6,481 First Trust Morningstar Dividend Leaders Index Fund shares in Q3 2025, an estimated $271K.
Freedom Investment Management first reported a position in First Trust Morningstar Dividend Leaders Index Fund in Q2 2024 and held it in 5 quarters.
Freedom Investment Management's First Trust Morningstar Dividend Leaders Index Fund position peaked at $271K in Q2 2025.
437 funds tracked by Wall St. Rank held First Trust Morningstar Dividend Leaders Index Fund as of Q3 2025.

Based on Freedom Investment Management's 13F filing for Q3 2025, filed 14 Nov 2025.