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Godsey & Gibb Inc’s First Trust Morningstar Dividend Leaders Index Fund FDL Stock Holding History

Godsey & Gibb Inc’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
-2,076
Closed -$90.1K – 453
2025
Q3 		$90.1K Buy
+2,076
New +$90K 0.01% 147

Other funds holding FDL

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
UBS Group
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

Godsey & Gibb Inc's FDL Position: Q4 2025 in Review

Godsey & Gibb Inc sold out of First Trust Morningstar Dividend Leaders Index Fund (FDL) in Q4 2025, closing a stake of 2,076 shares — an estimated $90.1K sold.

Godsey & Gibb Inc first reported a position in FDL in Q3 2025 and held it in 1 quarter. The position peaked at $90.1K in Q3 2025. 466 funds tracked by Wall St. Rank hold FDL as of Q4 2025.

  • Godsey & Gibb Inc reported no remaining First Trust Morningstar Dividend Leaders Index Fund position as of Q4 2025 after selling out during the quarter.
  • Godsey & Gibb Inc sold 2,076 First Trust Morningstar Dividend Leaders Index Fund shares in Q4 2025, an estimated $90.1K.
  • Godsey & Gibb Inc first reported a position in First Trust Morningstar Dividend Leaders Index Fund in Q3 2025 and held it in 1 quarter.
  • Godsey & Gibb Inc's First Trust Morningstar Dividend Leaders Index Fund position peaked at $90.1K in Q3 2025.
  • 466 funds tracked by Wall St. Rank held First Trust Morningstar Dividend Leaders Index Fund as of Q4 2025.

Based on Godsey & Gibb Inc's 13F filing for Q4 2025, filed 27 Jan 2026.