PA
FDL icon

Parallel Advisors’s First Trust Morningstar Dividend Leaders Index Fund FDL Stock Holding History

Parallel Advisors’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
2026
Q1 		$84.8K Buy
1,670
+1,382
+480% +$67.5K ﹤0.01% 1681
2025
Q4 		$12.8K Buy
+288
New +$12.5K ﹤0.01% 2509
2025
Q3 		– Sell
-68
Closed -$2.85K – 3595
2025
Q2 		$2.85K Buy
+68
New +$2.81K ﹤0.01% 2937
2019
Q3 		– Sell
-125
Closed -$4K – 2419
2019
Q2 		$4K Hold
125
– – ﹤0.01% 1896
2019
Q1 		$4K Sell
125
-125
-50% -$3.63K ﹤0.01% 1852
2018
Q4 		$6K Hold
250
– – ﹤0.01% 1510
2018
Q3 		$7K Buy
+250
New +$7.36K ﹤0.01% 1571

Other funds holding FDL

LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B 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 $501B 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 $528B 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 $564B AUM 30.12% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return