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

GeoWealth 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
Q1 		– Sell
-267
Closed -$10.7K – 1300
2024
Q4 		$10.7K Sell
267
-2,263
-89% -$95K ﹤0.01% 1479
2024
Q3 		$106K Sell
2,530
-16,758
-87% -$676K ﹤0.01% 882
2024
Q2 		$732K Sell
19,288
-21,723
-53% -$824K 0.03% 339
2024
Q1 		$1.58M Sell
41,011
-15,067
-27% -$552K 0.06% 214
2023
Q4 		$2.01M Buy
56,078
+2,335
+4% +$79.1K 0.17% 118
2023
Q3 		$1.8M Sell
53,743
-17,644
-25% -$612K 0.2% 103
2023
Q2 		$2.43M Buy
+71,387
New +$2.47M 0.26% 78

Other funds holding FDL

LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 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 $431B AUM 30.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 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 $564B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
RW
Rockport Wealth Fairview Park, Ohio $549M AUM 22.95% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return