ORG Partners’s First Trust Morningstar Dividend Leaders Index Fund FDL Stock Holding History

ORG Partners’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	$2.62M	Sell	59,188 -3,247	-5%	-$141K	0.46%	43
2025 Q3	$2.69M	Buy	62,435 +8,293	+15%	+$359K	0.49%	41
2025 Q2	$2.31M	Buy	54,142 +5,134	+10%	+$212K	0.49%	42
2025 Q1	$2.12M	Sell	49,008 -5	-0%	-$211	0.52%	39
2024 Q4	$1.97M	Buy	49,013 +37,980	+344%	+$1.59M	0.27%	65
2024 Q3	$463K	Buy	+11,033	New	+$445K	0.07%	176

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

ORG Partners's FDL Position: Q4 2025 in Review

ORG Partners reduced its First Trust Morningstar Dividend Leaders Index Fund (FDL) stake by 5.2% in Q4 2025, selling an estimated $141K and leaving 59,188 shares worth $2.62M. The position accounts for 0.46% of the portfolio, ranked #43.

ORG Partners first reported a position in FDL in Q3 2024 and has held it in 6 quarters since. The position peaked at $2.69M in Q3 2025. 466 funds tracked by Wall St. Rank hold FDL as of Q4 2025.

ORG Partners held 59,188 shares of First Trust Morningstar Dividend Leaders Index Fund worth $2.62M as of Q4 2025.
ORG Partners sold 3,247 First Trust Morningstar Dividend Leaders Index Fund shares in Q4 2025, an estimated $141K.
First Trust Morningstar Dividend Leaders Index Fund made up 0.46% of ORG Partners's portfolio in Q4 2025, its #43 holding.
ORG Partners first reported a position in First Trust Morningstar Dividend Leaders Index Fund in Q3 2024 and has held it in 6 quarters since.
ORG Partners's First Trust Morningstar Dividend Leaders Index Fund position peaked at $2.69M in Q3 2025.
466 funds tracked by Wall St. Rank held First Trust Morningstar Dividend Leaders Index Fund as of Q4 2025.

Based on ORG Partners's 13F filing for Q4 2025, filed 14 Jan 2026.