Motiv8 Investments’s First Trust Morningstar Dividend Leaders Index Fund FDL Stock Holding History

Motiv8 Investments’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	$0	Buy	+7	New	+$305	﹤0.01%	936
2024 Q1	–	Sell	-22,797	Closed	-$818K	–	92
2023 Q4	$818K	Buy	+22,797	New	+$772K	0.73%	28

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

Motiv8 Investments's FDL Position: Q4 2025 in Review

Motiv8 Investments opened a new position in First Trust Morningstar Dividend Leaders Index Fund (FDL) in Q4 2025: 7 shares worth $0. The stake represents ﹤0.01% of the portfolio and ranks #936 among its holdings. This is a return to the name: Motiv8 Investments previously reported a position in FDL as recently as Q4 2023.

Motiv8 Investments first reported a position in FDL in Q4 2023 and has held it in 2 quarters since. The position peaked at $818K in Q4 2023. 466 funds tracked by Wall St. Rank hold FDL as of Q4 2025.

Motiv8 Investments held 7 shares of First Trust Morningstar Dividend Leaders Index Fund worth $0 as of Q4 2025.
First Trust Morningstar Dividend Leaders Index Fund was a new Motiv8 Investments position in Q4 2025.
First Trust Morningstar Dividend Leaders Index Fund made up ﹤0.01% of Motiv8 Investments's portfolio in Q4 2025, its #936 holding.
Motiv8 Investments first reported a position in First Trust Morningstar Dividend Leaders Index Fund in Q4 2023 and has held it in 2 quarters since.
Motiv8 Investments's First Trust Morningstar Dividend Leaders Index Fund position peaked at $818K in Q4 2023.
466 funds tracked by Wall St. Rank held First Trust Morningstar Dividend Leaders Index Fund as of Q4 2025.

Based on Motiv8 Investments's 13F filing for Q4 2025, filed 13 Feb 2026.