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Lord & Richards Wealth Management’s First Trust Morningstar Dividend Leaders Index Fund FDL Stock Holding History

Lord & Richards 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
Q2 		– Sell
-60
Closed -$2.61K – 83
2025
Q1 		$2.61K Buy
+60
New +$2.54K ﹤0.01% 141

Other funds holding FDL

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Lord & Richards Wealth Management's FDL Position: Q2 2025 in Review

Lord & Richards Wealth Management sold out of First Trust Morningstar Dividend Leaders Index Fund (FDL) in Q2 2025, closing a stake of 60 shares — an estimated $2.61K sold.

Lord & Richards Wealth Management first reported a position in FDL in Q1 2025 and held it in 1 quarter. The position peaked at $2.61K in Q1 2025. 443 funds tracked by Wall St. Rank hold FDL as of Q2 2025.

  • Lord & Richards Wealth Management reported no remaining First Trust Morningstar Dividend Leaders Index Fund position as of Q2 2025 after selling out during the quarter.
  • Lord & Richards Wealth Management sold 60 First Trust Morningstar Dividend Leaders Index Fund shares in Q2 2025, an estimated $2.61K.
  • Lord & Richards Wealth Management first reported a position in First Trust Morningstar Dividend Leaders Index Fund in Q1 2025 and held it in 1 quarter.
  • Lord & Richards Wealth Management's First Trust Morningstar Dividend Leaders Index Fund position peaked at $2.61K in Q1 2025.
  • 443 funds tracked by Wall St. Rank held First Trust Morningstar Dividend Leaders Index Fund as of Q2 2025.

Based on Lord & Richards Wealth Management's 13F filing for Q2 2025, filed 5 Aug 2025.