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

Guerra 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 Q3	$1.44M	Sell	33,264 -163,129	-83%	-$7.07M	0.53%	48
2025 Q2	$8.22M	Buy	196,393 +85,217	+77%	+$3.52M	3.89%	7
2025 Q1	$4.83M	Buy	+111,176	New	+$4.7M	2.7%	11

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

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

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

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

AAP

Arax Advisory Partners Denver, Colorado $3.54B AUM 19.14% 1-Year Est. Return

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

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

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

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

Guerra Advisors's FDL Position: Q3 2025 in Review

Guerra Advisors reduced its First Trust Morningstar Dividend Leaders Index Fund (FDL) stake by 83% in Q3 2025, selling an estimated $7.07M and leaving 33,264 shares worth $1.44M. The position accounts for 0.53% of the portfolio, ranked #48.

Guerra Advisors first reported a position in FDL in Q1 2025 and has held it in 3 quarters since. The position peaked at $8.22M in Q2 2025. 437 funds tracked by Wall St. Rank hold FDL as of Q3 2025.

Guerra Advisors held 33,264 shares of First Trust Morningstar Dividend Leaders Index Fund worth $1.44M as of Q3 2025.
Guerra Advisors sold 163,129 First Trust Morningstar Dividend Leaders Index Fund shares in Q3 2025, an estimated $7.07M.
First Trust Morningstar Dividend Leaders Index Fund made up 0.53% of Guerra Advisors's portfolio in Q3 2025, its #48 holding.
Guerra Advisors first reported a position in First Trust Morningstar Dividend Leaders Index Fund in Q1 2025 and has held it in 3 quarters since.
Guerra Advisors's First Trust Morningstar Dividend Leaders Index Fund position peaked at $8.22M in Q2 2025.
437 funds tracked by Wall St. Rank held First Trust Morningstar Dividend Leaders Index Fund as of Q3 2025.

Based on Guerra Advisors's 13F filing for Q3 2025, filed 4 Nov 2025.