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GPS Wealth Strategies Group’s First Trust Morningstar Dividend Leaders Index Fund FDL Stock Holding History

GPS Wealth Strategies Group’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
-8,316
Closed -$361K – 901
2025
Q3 		$361K Sell
8,316
-140
-2% -$6.07K 0.04% 238
2025
Q2 		$354K Buy
8,456
+90
+1% +$3.72K 0.04% 227
2025
Q1 		$363K Buy
8,366
+444
+6% +$18.8K 0.05% 216
2024
Q4 		$319K Sell
7,922
-817
-9% -$34.3K 0.04% 225
2024
Q3 		$367K Sell
8,739
-2
-0% -$81 0.05% 217
2024
Q2 		$332K Buy
8,741
+1,680
+24% +$63.7K 0.05% 199
2024
Q1 		$272K Buy
7,061
+3
+0% +$110 0.04% 212
2023
Q4 		$253K Hold
7,058
– – 0.05% 223
2023
Q3 		$236K Sell
7,058
-2,013
-22% -$69.8K 0.05% 224
2023
Q2 		$308K Sell
9,071
-828
-8% -$28.7K 0.06% 195
2023
Q1 		$351K Sell
9,899
-383
-4% -$14K 0.07% 173
2022
Q4 		$376K Buy
10,282
+9,783
+1,961% +$353K 0.11% 87
2022
Q3 		$16K Sell
499
-44
-8% -$1.57K ﹤0.01% 667
2022
Q2 		$19K Buy
+543
New +$20.3K ﹤0.01% 631

Other funds holding FDL

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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

GPS Wealth Strategies Group's FDL Position: Q4 2025 in Review

GPS Wealth Strategies Group sold out of First Trust Morningstar Dividend Leaders Index Fund (FDL) in Q4 2025, closing a stake of 8,316 shares — an estimated $361K sold.

GPS Wealth Strategies Group first reported a position in FDL in Q2 2022 and held it in 14 quarters. The position peaked at $376K in Q4 2022. 466 funds tracked by Wall St. Rank hold FDL as of Q4 2025.

  • GPS Wealth Strategies Group reported no remaining First Trust Morningstar Dividend Leaders Index Fund position as of Q4 2025 after selling out during the quarter.
  • GPS Wealth Strategies Group sold 8,316 First Trust Morningstar Dividend Leaders Index Fund shares in Q4 2025, an estimated $361K.
  • GPS Wealth Strategies Group first reported a position in First Trust Morningstar Dividend Leaders Index Fund in Q2 2022 and held it in 14 quarters.
  • GPS Wealth Strategies Group's First Trust Morningstar Dividend Leaders Index Fund position peaked at $376K in Q4 2022.
  • 466 funds tracked by Wall St. Rank held First Trust Morningstar Dividend Leaders Index Fund as of Q4 2025.

Based on GPS Wealth Strategies Group's 13F filing for Q4 2025, filed 6 Feb 2026.