KeyBank National Association’s First Trust Morningstar Dividend Leaders Index Fund FDL Stock Holding History

KeyBank National Association’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 Q1	–	Sell	-7,947	Closed	-$320K	–	1160
2024 Q4	$320K	Buy	+7,947	New	+$334K	﹤0.01%	972
2020 Q1	–	Sell	-8,025	Closed	-$261K	–	945
2019 Q4	$261K	Buy	+8,025	New	+$255K	﹤0.01%	898

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Rockport Wealth Fairview Park, Ohio $595M AUM 23.65% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

KeyBank National Association's FDL Position: Q1 2025 in Review

KeyBank National Association sold out of First Trust Morningstar Dividend Leaders Index Fund (FDL) in Q1 2025, closing a stake of 7,947 shares — an estimated $320K sold.

KeyBank National Association first reported a position in FDL in Q4 2019 and held it in 2 quarters. The position peaked at $320K in Q4 2024. 434 funds tracked by Wall St. Rank hold FDL as of Q1 2025.

KeyBank National Association reported no remaining First Trust Morningstar Dividend Leaders Index Fund position as of Q1 2025 after selling out during the quarter.
KeyBank National Association sold 7,947 First Trust Morningstar Dividend Leaders Index Fund shares in Q1 2025, an estimated $320K.
KeyBank National Association first reported a position in First Trust Morningstar Dividend Leaders Index Fund in Q4 2019 and held it in 2 quarters.
KeyBank National Association's First Trust Morningstar Dividend Leaders Index Fund position peaked at $320K in Q4 2024.
434 funds tracked by Wall St. Rank held First Trust Morningstar Dividend Leaders Index Fund as of Q1 2025.

Based on KeyBank National Association's 13F filing for Q1 2025, filed 28 Apr 2025.