IWA
FDL icon

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

Icon Wealth 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
2026
Q1 		$983K Buy
19,667
+47
+0.2% +$2.3K 0.06% 169
2025
Q4 		$870K Hold
19,620
– – 0.06% 186
2025
Q3 		$852K Hold
19,620
– – 0.06% 195
2025
Q2 		$821K Hold
19,620
– – 0.06% 192
2025
Q1 		$852K Hold
19,620
– – 0.07% 162
2024
Q4 		$790K Hold
19,620
– – 0.07% 164
2024
Q3 		$823K Hold
19,620
– – 0.07% 158
2024
Q2 		$797K Hold
19,620
– – 0.07% 158
2024
Q1 		$755K Sell
19,620
-2,529
-11% -$92.6K 0.07% 159
2023
Q4 		$795K Buy
+22,149
New +$750K 0.08% 145
2022
Q4 		$882K Buy
24,112
+50
+0.2% +$1.8K 0.1% 144
2022
Q3 		$773K Buy
+24,062
New +$859K 0.09% 155

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