Litman Gregory Wealth Management’s First Trust Morningstar Dividend Leaders Index Fund FDL Stock Holding History

Litman Gregory Wealth Management’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	$109K	Buy	+2,460	New	+$107K	0.01%	178

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

Litman Gregory Wealth Management's FDL Position: Q4 2025 in Review

Litman Gregory Wealth Management opened a new position in First Trust Morningstar Dividend Leaders Index Fund (FDL) in Q4 2025: 2,460 shares worth $109K. The stake represents 0.01% of the portfolio and ranks #178 among its holdings.

466 funds tracked by Wall St. Rank hold FDL as of Q4 2025.

Litman Gregory Wealth Management held 2,460 shares of First Trust Morningstar Dividend Leaders Index Fund worth $109K as of Q4 2025.
First Trust Morningstar Dividend Leaders Index Fund was a new Litman Gregory Wealth Management position in Q4 2025.
First Trust Morningstar Dividend Leaders Index Fund made up 0.01% of Litman Gregory Wealth Management's portfolio in Q4 2025, its #178 holding.
466 funds tracked by Wall St. Rank held First Trust Morningstar Dividend Leaders Index Fund as of Q4 2025.

Based on Litman Gregory Wealth Management's 13F filing for Q4 2025, filed 12 Feb 2026.