Monument Group Wealth Advisors’s First Trust Morningstar Dividend Leaders Index Fund FDL Stock Holding History

Monument Group Wealth Advisors’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	-10,350	Closed	-$433K	–	49
2025 Q2	$433K	Hold	10,350	–	–	0.27%	23
2025 Q1	$450K	Hold	10,350	–	–	0.31%	22
2024 Q4	$417K	Hold	10,350	–	–	0.3%	22
2024 Q3	$434K	Hold	10,350	–	–	0.26%	24
2024 Q2	$393K	Hold	10,350	–	–	0.26%	25
2024 Q1	$398K	Hold	10,350	–	–	0.3%	25
2023 Q4	$371K	Buy	+10,350	New	+$351K	0.32%	24

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

AAP

Arax Advisory Partners Denver, Colorado $15.1B AUM 27.93% 1-Year Est. Return

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

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

Monument Group Wealth Advisors's FDL Position: Q3 2025 in Review

Monument Group Wealth Advisors sold out of First Trust Morningstar Dividend Leaders Index Fund (FDL) in Q3 2025, closing a stake of 10,350 shares — an estimated $433K sold.

Monument Group Wealth Advisors first reported a position in FDL in Q4 2023 and held it in 7 quarters. The position peaked at $450K in Q1 2025. 437 funds tracked by Wall St. Rank hold FDL as of Q3 2025.

Monument Group Wealth Advisors reported no remaining First Trust Morningstar Dividend Leaders Index Fund position as of Q3 2025 after selling out during the quarter.
Monument Group Wealth Advisors sold 10,350 First Trust Morningstar Dividend Leaders Index Fund shares in Q3 2025, an estimated $433K.
Monument Group Wealth Advisors first reported a position in First Trust Morningstar Dividend Leaders Index Fund in Q4 2023 and held it in 7 quarters.
Monument Group Wealth Advisors's First Trust Morningstar Dividend Leaders Index Fund position peaked at $450K in Q1 2025.
437 funds tracked by Wall St. Rank held First Trust Morningstar Dividend Leaders Index Fund as of Q3 2025.

Based on Monument Group Wealth Advisors's 13F filing for Q3 2025, filed 24 Oct 2025.