Glen Eagle Advisors’s First Trust Morningstar Dividend Leaders Index Fund FDL Stock Holding History

Glen Eagle Advisors’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	-475	Closed	-$20.6K	–	1079
2025 Q3	$20.6K	Buy	+475	New	+$20.6K	﹤0.01%	573
2024 Q2	–	Sell	-325	Closed	-$12.5K	–	1162
2024 Q1	$12.5K	Hold	325	–	–	﹤0.01%	613
2023 Q4	$11.7K	Hold	325	–	–	﹤0.01%	606
2023 Q3	$10.9K	Hold	325	–	–	﹤0.01%	620
2023 Q2	$11.1K	Buy	+325	New	+$11.3K	﹤0.01%	618
2022 Q3	–	Sell	-325	Closed	-$11.4K	–	1106
2022 Q2	$11.4K	Buy	+325	New	+$12.2K	﹤0.01%	596

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

Glen Eagle Advisors's FDL Position: Q4 2025 in Review

Glen Eagle Advisors sold out of First Trust Morningstar Dividend Leaders Index Fund (FDL) in Q4 2025, closing a stake of 475 shares — an estimated $20.6K sold.

Glen Eagle Advisors first reported a position in FDL in Q2 2022 and held it in 6 quarters. The position peaked at $20.6K in Q3 2025. 466 funds tracked by Wall St. Rank hold FDL as of Q4 2025.

Glen Eagle Advisors reported no remaining First Trust Morningstar Dividend Leaders Index Fund position as of Q4 2025 after selling out during the quarter.
Glen Eagle Advisors sold 475 First Trust Morningstar Dividend Leaders Index Fund shares in Q4 2025, an estimated $20.6K.
Glen Eagle Advisors first reported a position in First Trust Morningstar Dividend Leaders Index Fund in Q2 2022 and held it in 6 quarters.
Glen Eagle Advisors's First Trust Morningstar Dividend Leaders Index Fund position peaked at $20.6K in Q3 2025.
466 funds tracked by Wall St. Rank held First Trust Morningstar Dividend Leaders Index Fund as of Q4 2025.

Based on Glen Eagle Advisors's 13F filing for Q4 2025, filed 13 Feb 2026.