IF
FDL icon

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

Intrua Financial’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 		$1.01M Buy
19,836
+651
+3% +$31.8K 0.11% 157
2025
Q4 		$851K Buy
19,185
+593
+3% +$25.8K 0.09% 174
2025
Q3 		$807K Buy
18,592
+108
+0.6% +$4.68K 0.09% 180
2025
Q2 		$774K Buy
18,484
+875
+5% +$36.1K 0.11% 149
2025
Q1 		$765K Sell
17,609
-1,395
-7% -$59K 0.12% 136
2024
Q4 		$765K Buy
19,004
+2,219
+13% +$93.1K 0.12% 138
2024
Q3 		$704K Buy
16,785
+431
+3% +$17.4K 0.11% 158
2024
Q2 		$620K Buy
16,354
+373
+2% +$14.2K 0.1% 191
2024
Q1 		$615K Sell
15,981
-726
-4% -$26.6K 0.1% 209
2023
Q4 		$599K Buy
16,707
+133
+0.8% +$4.51K 0.09% 198
2023
Q3 		$554K Sell
16,574
-1,030
-6% -$35.7K 0.1% 179
2023
Q2 		$599K Buy
17,604
+1,124
+7% +$38.9K 0.11% 172
2023
Q1 		$559K Buy
16,480
+8,114
+97% +$297K 0.12% 169
2022
Q4 		$308K Buy
+8,366
New +$302K 0.07% 253

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