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

Natural 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 		– Sell
-12,488
Closed -$836K – 282
2025
Q3 		$836K Buy
+12,488
New +$541K 0.21% 102

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 $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CAG
Csenge Advisory Group Clearwater, Florida $2.18B AUM 16.73% 1-Year Est. Return

Natural Investments's FDL Position: Q4 2025 in Review

Natural Investments sold out of First Trust Morningstar Dividend Leaders Index Fund (FDL) in Q4 2025, closing a stake of 12,488 shares — an estimated $836K sold.

Natural Investments first reported a position in FDL in Q3 2025 and held it in 1 quarter. The position peaked at $836K in Q3 2025. 466 funds tracked by Wall St. Rank hold FDL as of Q4 2025.

  • Natural Investments reported no remaining First Trust Morningstar Dividend Leaders Index Fund position as of Q4 2025 after selling out during the quarter.
  • Natural Investments sold 12,488 First Trust Morningstar Dividend Leaders Index Fund shares in Q4 2025, an estimated $836K.
  • Natural Investments first reported a position in First Trust Morningstar Dividend Leaders Index Fund in Q3 2025 and held it in 1 quarter.
  • Natural Investments's First Trust Morningstar Dividend Leaders Index Fund position peaked at $836K in Q3 2025.
  • 466 funds tracked by Wall St. Rank held First Trust Morningstar Dividend Leaders Index Fund as of Q4 2025.

Based on Natural Investments's 13F filing for Q4 2025, filed 23 Jan 2026.