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New Century Financial Group’s First Trust Morningstar Dividend Leaders Index Fund FDL Stock Holding History

New Century Financial Group’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
-8,503
Closed -$356K – 85
2025
Q2 		$356K Buy
+8,503
New +$351K 0.42% 59

Other funds holding FDL

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

New Century Financial Group's FDL Position: Q3 2025 in Review

New Century Financial Group sold out of First Trust Morningstar Dividend Leaders Index Fund (FDL) in Q3 2025, closing a stake of 8,503 shares — an estimated $356K sold.

New Century Financial Group first reported a position in FDL in Q2 2025 and held it in 1 quarter. The position peaked at $356K in Q2 2025. 437 funds tracked by Wall St. Rank hold FDL as of Q3 2025.

  • New Century Financial Group reported no remaining First Trust Morningstar Dividend Leaders Index Fund position as of Q3 2025 after selling out during the quarter.
  • New Century Financial Group sold 8,503 First Trust Morningstar Dividend Leaders Index Fund shares in Q3 2025, an estimated $356K.
  • New Century Financial Group first reported a position in First Trust Morningstar Dividend Leaders Index Fund in Q2 2025 and held it in 1 quarter.
  • New Century Financial Group's First Trust Morningstar Dividend Leaders Index Fund position peaked at $356K in Q2 2025.
  • 437 funds tracked by Wall St. Rank held First Trust Morningstar Dividend Leaders Index Fund as of Q3 2025.

Based on New Century Financial Group's 13F filing for Q3 2025, filed 22 Oct 2025.