Hantz Financial Services’s First Trust Morningstar Dividend Leaders Index Fund FDL Stock Holding History

Hantz Financial Services’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	-69	Closed	-$3K	–	2448
2025 Q3	$3K	Hold	69	–	–	﹤0.01%	2100
2025 Q2	$3K	Hold	69	–	–	﹤0.01%	1882
2025 Q1	$3K	Buy	69 +67	+3,350%	+$2.83K	﹤0.01%	1283
2024 Q4	$0	Hold	2	–	–	﹤0.01%	1126
2024 Q3	$0	Hold	2	–	–	﹤0.01%	1104
2024 Q2	$0	Hold	2	–	–	﹤0.01%	1114
2024 Q1	$0	Hold	2	–	–	﹤0.01%	1221
2023 Q4	$0	Hold	2	–	–	﹤0.01%	1143
2023 Q3	$0	Hold	2	–	–	﹤0.01%	1129
2023 Q2	$0	Hold	2	–	–	﹤0.01%	1104
2023 Q1	$0	Hold	2	–	–	﹤0.01%	1128
2022 Q4	$0	Buy	+2	New	+$72	﹤0.01%	1099

Other funds holding FDL

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

CAG

Csenge Advisory Group Clearwater, Florida $2.47B AUM 24.93% 1-Year Est. Return

Hantz Financial Services's FDL Position: Q4 2025 in Review

Hantz Financial Services sold out of First Trust Morningstar Dividend Leaders Index Fund (FDL) in Q4 2025, closing a stake of 69 shares — an estimated $3K sold.

Hantz Financial Services first reported a position in FDL in Q4 2022 and held it in 12 quarters. The position peaked at $3K in Q3 2025. 466 funds tracked by Wall St. Rank hold FDL as of Q4 2025.

Hantz Financial Services reported no remaining First Trust Morningstar Dividend Leaders Index Fund position as of Q4 2025 after selling out during the quarter.
Hantz Financial Services sold 69 First Trust Morningstar Dividend Leaders Index Fund shares in Q4 2025, an estimated $3K.
Hantz Financial Services first reported a position in First Trust Morningstar Dividend Leaders Index Fund in Q4 2022 and held it in 12 quarters.
Hantz Financial Services's First Trust Morningstar Dividend Leaders Index Fund position peaked at $3K in Q3 2025.
466 funds tracked by Wall St. Rank held First Trust Morningstar Dividend Leaders Index Fund as of Q4 2025.

Based on Hantz Financial Services's 13F filing for Q4 2025, filed 9 Feb 2026.