Ken Griffin’s First Trust Morningstar Dividend Leaders Index Fund FDL Stock Holding History

Ken Griffin’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	-67,401	Closed	-$2.93M	–	13066
2025 Q3	$2.93M	Buy	+67,401	New	+$2.92M	﹤0.01%	5346
2024 Q3	–	Sell	-19,754	Closed	-$749K	–	14501
2024 Q2	$749K	Buy	19,754 +7,149	+57%	+$271K	﹤0.01%	7207
2024 Q1	$485K	Sell	12,605 -69,927	-85%	-$2.56M	﹤0.01%	8480
2023 Q4	$2.96M	Buy	82,532 +38,353	+87%	+$1.3M	﹤0.01%	4662
2023 Q3	$1.48M	Buy	44,179 +23,783	+117%	+$824K	﹤0.01%	5799
2023 Q2	$694K	Buy	+20,396	New	+$707K	﹤0.01%	7223
2022 Q4	–	Sell	-26,082	Closed	-$838K	–	15010
2022 Q3	$838K	Buy	+26,082	New	+$932K	﹤0.01%	7373
2021 Q4	–	Sell	-55,124	Closed	-$1.81M	–	14067
2021 Q3	$1.81M	Buy	+55,124	New	+$1.85M	﹤0.01%	6629
2021 Q1	–	Sell	-26,762	Closed	-$792K	–	13307
2020 Q4	$792K	Sell	26,762 -78,175	-74%	-$2.21M	﹤0.01%	7277
2020 Q3	$2.73M	Buy	104,937 +48,991	+88%	+$1.3M	﹤0.01%	4137
2020 Q2	$1.42M	Buy	55,946 +22,941	+70%	+$571K	﹤0.01%	5181
2020 Q1	$737K	Buy	+33,005	New	+$952K	﹤0.01%	5843
2019 Q3	–	Sell	-9,492	Closed	-$291K	–	9327
2019 Q2	$291K	Buy	+9,492	New	+$287K	﹤0.01%	7629
2018 Q4	–	Sell	-27,400	Closed	-$817K	–	9298
2018 Q3	$817K	Buy	27,400 +4,245	+18%	+$125K	﹤0.01%	5884
2018 Q2	$662K	Buy	23,155 +10,438	+82%	+$297K	﹤0.01%	5913
2018 Q1	$359K	Buy	12,717 +2,029	+19%	+$59.6K	﹤0.01%	6450
2017 Q4	$322K	Buy	10,688 +2,025	+23%	+$59.6K	﹤0.01%	6349
2017 Q3	$251K	Buy	+8,663	New	+$246K	﹤0.01%	6337
2015 Q3	–	Sell	-11,598	Closed	-$264K	–	8973
2015 Q2	$264K	Buy	+11,598	New	+$275K	﹤0.01%	5934

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 $432B AUM 30.22% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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

Ken Griffin's FDL Position: Q4 2025 in Review

Ken Griffin sold out of First Trust Morningstar Dividend Leaders Index Fund (FDL) in Q4 2025, closing a stake of 67,401 shares — an estimated $2.93M sold.

Ken Griffin first reported a position in FDL in Q2 2015 and held it in 19 quarters. The position peaked at $2.96M in Q4 2023. 466 funds tracked by Wall St. Rank hold FDL as of Q4 2025.

Ken Griffin reported no remaining First Trust Morningstar Dividend Leaders Index Fund position as of Q4 2025 after selling out during the quarter.
Ken Griffin sold 67,401 First Trust Morningstar Dividend Leaders Index Fund shares in Q4 2025, an estimated $2.93M.
Ken Griffin first reported a position in First Trust Morningstar Dividend Leaders Index Fund in Q2 2015 and held it in 19 quarters.
Ken Griffin's First Trust Morningstar Dividend Leaders Index Fund position peaked at $2.96M in Q4 2023.
466 funds tracked by Wall St. Rank held First Trust Morningstar Dividend Leaders Index Fund as of Q4 2025.

Based on Citadel Advisors's 13F filing for Q4 2025, filed 17 Feb 2026.