Kovitz Investment Group Partners’s First Trust Morningstar Dividend Leaders Index Fund FDL Stock Holding History

Kovitz Investment Group Partners’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	-10,631	Closed	-$461K	–	740
2025 Q3	$461K	Buy	10,631 +13	+0.1%	+$563	﹤0.01%	1062
2025 Q2	$445K	Sell	10,618 -3,372	-24%	-$139K	﹤0.01%	1016
2025 Q1	$608K	Sell	13,990 -240	-2%	-$10.1K	﹤0.01%	862
2024 Q4	$573K	Buy	14,230 +724	+5%	+$30.4K	﹤0.01%	856
2024 Q3	$33.1K	Buy	+13,506	New	+$545K	﹤0.01%	1014

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 $495B AUM 43.24% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 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

Kovitz Investment Group Partners's FDL Position: Q4 2025 in Review

Kovitz Investment Group Partners sold out of First Trust Morningstar Dividend Leaders Index Fund (FDL) in Q4 2025, closing a stake of 10,631 shares — an estimated $461K sold.

Kovitz Investment Group Partners first reported a position in FDL in Q3 2024 and held it in 5 quarters. The position peaked at $608K in Q1 2025. 466 funds tracked by Wall St. Rank hold FDL as of Q4 2025.

Kovitz Investment Group Partners reported no remaining First Trust Morningstar Dividend Leaders Index Fund position as of Q4 2025 after selling out during the quarter.
Kovitz Investment Group Partners sold 10,631 First Trust Morningstar Dividend Leaders Index Fund shares in Q4 2025, an estimated $461K.
Kovitz Investment Group Partners first reported a position in First Trust Morningstar Dividend Leaders Index Fund in Q3 2024 and held it in 5 quarters.
Kovitz Investment Group Partners's First Trust Morningstar Dividend Leaders Index Fund position peaked at $608K in Q1 2025.
466 funds tracked by Wall St. Rank held First Trust Morningstar Dividend Leaders Index Fund as of Q4 2025.

Based on Kovitz Investment Group Partners's 13F filing for Q4 2025, filed 20 Feb 2026.