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HM Payson & Co’s First Trust Morningstar Dividend Leaders Index Fund FDL Stock Holding History

HM Payson & Co’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
-3,000
Closed -$130K – 1165
2025
Q3 		$130K Buy
+3,000
New +$130K ﹤0.01% 515

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 $1.89T AUM 35.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
UBS Group
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

HM Payson & Co's FDL Position: Q4 2025 in Review

HM Payson & Co sold out of First Trust Morningstar Dividend Leaders Index Fund (FDL) in Q4 2025, closing a stake of 3,000 shares — an estimated $130K sold.

HM Payson & Co first reported a position in FDL in Q3 2025 and held it in 1 quarter. The position peaked at $130K in Q3 2025. 466 funds tracked by Wall St. Rank hold FDL as of Q4 2025.

  • HM Payson & Co reported no remaining First Trust Morningstar Dividend Leaders Index Fund position as of Q4 2025 after selling out during the quarter.
  • HM Payson & Co sold 3,000 First Trust Morningstar Dividend Leaders Index Fund shares in Q4 2025, an estimated $130K.
  • HM Payson & Co first reported a position in First Trust Morningstar Dividend Leaders Index Fund in Q3 2025 and held it in 1 quarter.
  • HM Payson & Co's First Trust Morningstar Dividend Leaders Index Fund position peaked at $130K in Q3 2025.
  • 466 funds tracked by Wall St. Rank held First Trust Morningstar Dividend Leaders Index Fund as of Q4 2025.

Based on HM Payson & Co's 13F filing for Q4 2025, filed 12 Feb 2026.