LWM Advisory Services’s First Trust Morningstar Dividend Leaders Index Fund FDL Stock Holding History

LWM Advisory Services’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 Q3	–	Sell	-29,483	Closed	-$1.23M	–	94
2025 Q2	$1.23M	Sell	29,483 -25,462	-46%	-$1.05M	0.85%	26
2025 Q1	$2.39M	Buy	+54,945	New	+$2.32M	1.66%	18
2023 Q3	–	Sell	-22,748	Closed	-$774K	–	151
2023 Q2	$774K	Buy	22,748 +1,923	+9%	+$66.6K	0.82%	23
2023 Q1	$739K	Sell	20,825 -115,026	-85%	-$4.21M	0.79%	25
2022 Q4	$4.97M	Buy	+135,851	New	+$4.9M	5.49%	5

Other funds holding FDL

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

AAP

Arax Advisory Partners Denver, Colorado $3.54B AUM 19.14% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

LWM Advisory Services's FDL Position: Q3 2025 in Review

LWM Advisory Services sold out of First Trust Morningstar Dividend Leaders Index Fund (FDL) in Q3 2025, closing a stake of 29,483 shares — an estimated $1.23M sold.

LWM Advisory Services first reported a position in FDL in Q4 2022 and held it in 5 quarters. The position peaked at $4.97M in Q4 2022. 437 funds tracked by Wall St. Rank hold FDL as of Q3 2025.

LWM Advisory Services reported no remaining First Trust Morningstar Dividend Leaders Index Fund position as of Q3 2025 after selling out during the quarter.
LWM Advisory Services sold 29,483 First Trust Morningstar Dividend Leaders Index Fund shares in Q3 2025, an estimated $1.23M.
LWM Advisory Services first reported a position in First Trust Morningstar Dividend Leaders Index Fund in Q4 2022 and held it in 5 quarters.
LWM Advisory Services's First Trust Morningstar Dividend Leaders Index Fund position peaked at $4.97M in Q4 2022.
437 funds tracked by Wall St. Rank held First Trust Morningstar Dividend Leaders Index Fund as of Q3 2025.

Based on LWM Advisory Services's 13F filing for Q3 2025, filed 25 Nov 2025.