Oldfather Financial Services’s First Trust Morningstar Dividend Leaders Index Fund FDL Stock Holding History

Oldfather Financial Services’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	-9,008	Closed	-$391K	–	101
2025 Q3	$391K	Buy	9,008 +372	+4%	+$16.1K	0.12%	64
2025 Q2	$362K	Hold	8,636	–	–	0.12%	58
2025 Q1	$375K	Hold	8,636	–	–	0.14%	56
2024 Q4	$348K	Hold	8,636	–	–	0.13%	59
2024 Q3	$362K	Hold	8,636	–	–	0.14%	55
2024 Q2	$328K	Hold	8,636	–	–	0.13%	53
2024 Q1	$332K	Hold	8,636	–	–	0.14%	53
2023 Q4	$310K	Hold	8,636	–	–	0.14%	51
2023 Q3	$289K	Hold	8,636	–	–	0.15%	52
2023 Q2	$294K	Hold	8,636	–	–	0.14%	52
2023 Q1	$307K	Hold	8,636	–	–	0.16%	51
2022 Q4	$316K	Hold	8,636	–	–	0.18%	47
2022 Q3	$277K	Sell	8,636 -759	-8%	-$27.1K	0.17%	49
2022 Q2	$338K	Buy	9,395 +759	+9%	+$28.4K	0.19%	47
2022 Q1	$326K	Hold	8,636	–	–	0.18%	50
2021 Q4	$313K	Hold	8,636	–	–	0.16%	50
2021 Q3	$296K	Buy	+8,636	New	+$289K	0.15%	53

Other funds holding FDL

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

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

Oldfather Financial Services's FDL Position: Q4 2025 in Review

Oldfather Financial Services sold out of First Trust Morningstar Dividend Leaders Index Fund (FDL) in Q4 2025, closing a stake of 9,008 shares — an estimated $391K sold.

Oldfather Financial Services first reported a position in FDL in Q3 2021 and held it in 17 quarters. The position peaked at $391K in Q3 2025. 466 funds tracked by Wall St. Rank hold FDL as of Q4 2025.

Oldfather Financial Services reported no remaining First Trust Morningstar Dividend Leaders Index Fund position as of Q4 2025 after selling out during the quarter.
Oldfather Financial Services sold 9,008 First Trust Morningstar Dividend Leaders Index Fund shares in Q4 2025, an estimated $391K.
Oldfather Financial Services first reported a position in First Trust Morningstar Dividend Leaders Index Fund in Q3 2021 and held it in 17 quarters.
Oldfather Financial Services's First Trust Morningstar Dividend Leaders Index Fund position peaked at $391K in Q3 2025.
466 funds tracked by Wall St. Rank held First Trust Morningstar Dividend Leaders Index Fund as of Q4 2025.

Based on Oldfather Financial Services's 13F filing for Q4 2025, filed 16 Jan 2026.