NewSquare Capital’s First Trust Morningstar Dividend Leaders Index Fund FDL Stock Holding History

NewSquare Capital’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	-355	Closed	-$14.9K	–	540
2025 Q2	$14.9K	Buy	+355	New	+$14.7K	﹤0.01%	555
2024 Q2	–	Sell	-355	Closed	-$13.7K	–	390
2024 Q1	$13.7K	Hold	355	–	–	﹤0.01%	235
2023 Q4	$12.7K	Hold	355	–	–	﹤0.01%	257
2023 Q3	$11.9K	Hold	355	–	–	﹤0.01%	293
2023 Q2	$12.1K	Hold	355	–	–	﹤0.01%	317
2023 Q1	$12.6K	Buy	+355	New	+$13K	﹤0.01%	323

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

NewSquare Capital's FDL Position: Q3 2025 in Review

NewSquare Capital sold out of First Trust Morningstar Dividend Leaders Index Fund (FDL) in Q3 2025, closing a stake of 355 shares — an estimated $14.9K sold.

NewSquare Capital first reported a position in FDL in Q1 2023 and held it in 6 quarters. The position peaked at $14.9K in Q2 2025. 437 funds tracked by Wall St. Rank hold FDL as of Q3 2025.

NewSquare Capital reported no remaining First Trust Morningstar Dividend Leaders Index Fund position as of Q3 2025 after selling out during the quarter.
NewSquare Capital sold 355 First Trust Morningstar Dividend Leaders Index Fund shares in Q3 2025, an estimated $14.9K.
NewSquare Capital first reported a position in First Trust Morningstar Dividend Leaders Index Fund in Q1 2023 and held it in 6 quarters.
NewSquare Capital's First Trust Morningstar Dividend Leaders Index Fund position peaked at $14.9K in Q2 2025.
437 funds tracked by Wall St. Rank held First Trust Morningstar Dividend Leaders Index Fund as of Q3 2025.

Based on NewSquare Capital's 13F filing for Q3 2025, filed 12 Nov 2025.