HP
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Holistic Planning’s First Trust Morningstar Dividend Leaders Index Fund FDL Stock Holding History

Holistic Planning’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
2026
Q1 		$368K Hold
7,245
– – 0.07% 214
2025
Q4 		$321K Sell
7,245
-581
-7% -$25.3K 0.07% 212
2025
Q3 		$340K Hold
7,826
– – 0.09% 174
2025
Q2 		$328K Sell
7,826
-141
-2% -$5.82K 0.09% 163
2025
Q1 		$346K Hold
7,967
– – 0.12% 126
2024
Q4 		$321K Sell
7,967
-560
-7% -$23.5K 0.12% 126
2024
Q3 		$358K Sell
8,527
-2,639
-24% -$106K 0.15% 100
2024
Q2 		$430K Hold
11,166
– – 0.33% 69
2024
Q1 		$430K Sell
11,166
-61
-0.5% -$2.23K 0.33% 70
2023
Q4 		$403K Buy
+11,227
New +$380K 0.34% 71

Other funds holding FDL

LPL Financial
LPL Financial San Diego, California $376B 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 $431B 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 $501B 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 $528B 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 $564B AUM 30.12% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return