GDS Wealth Management’s First Trust Morningstar Dividend Leaders Index Fund FDL Stock Holding History

GDS Wealth 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 Q4	–	Sell	-49,662	Closed	-$2.16M	–	191
2025 Q3	$2.16M	Sell	49,662 -1,939	-4%	-$84K	0.14%	81
2025 Q2	$2.16M	Sell	51,601 -39,331	-43%	-$1.62M	0.16%	79
2025 Q1	$3.95M	Buy	90,932 +26,669	+41%	+$1.13M	0.34%	76
2024 Q4	$2.59M	Sell	64,263 -2,407	-4%	-$101K	0.24%	72
2024 Q3	$2.8M	Sell	66,670 -3,284	-5%	-$133K	0.27%	51
2024 Q2	$2.65M	Sell	69,954 -10,111	-13%	-$384K	0.29%	57
2024 Q1	$3.08M	Sell	80,065 -26,530	-25%	-$971K	0.36%	57
2023 Q4	$3.82M	Sell	106,595 -24,443	-19%	-$828K	0.52%	54
2023 Q3	$4.38M	Sell	131,038 -20,161	-13%	-$699K	0.69%	47
2023 Q2	$5.14M	Sell	151,199 -21,649	-13%	-$750K	0.83%	43
2023 Q1	$6.14M	Sell	172,848 -132,929	-43%	-$4.86M	1.08%	36
2022 Q4	$11.2M	Sell	305,777 -101,919	-25%	-$3.67M	2.14%	11
2022 Q3	$13.1M	Buy	+407,696	New	+$14.6M	2.92%	9

Other funds holding FDL

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

CAG

Csenge Advisory Group Clearwater, Florida $2.18B AUM 16.73% 1-Year Est. Return

GDS Wealth Management's FDL Position: Q4 2025 in Review

GDS Wealth Management sold out of First Trust Morningstar Dividend Leaders Index Fund (FDL) in Q4 2025, closing a stake of 49,662 shares — an estimated $2.16M sold.

GDS Wealth Management first reported a position in FDL in Q3 2022 and held it in 13 quarters. The position peaked at $13.1M in Q3 2022. 466 funds tracked by Wall St. Rank hold FDL as of Q4 2025.

GDS Wealth Management reported no remaining First Trust Morningstar Dividend Leaders Index Fund position as of Q4 2025 after selling out during the quarter.
GDS Wealth Management sold 49,662 First Trust Morningstar Dividend Leaders Index Fund shares in Q4 2025, an estimated $2.16M.
GDS Wealth Management first reported a position in First Trust Morningstar Dividend Leaders Index Fund in Q3 2022 and held it in 13 quarters.
GDS Wealth Management's First Trust Morningstar Dividend Leaders Index Fund position peaked at $13.1M in Q3 2022.
466 funds tracked by Wall St. Rank held First Trust Morningstar Dividend Leaders Index Fund as of Q4 2025.

Based on GDS Wealth Management's 13F filing for Q4 2025, filed 2 Feb 2026.