PWA
FDL icon

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

PCG Wealth 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 		$4.3M Sell
84,707
-1,867
-2% -$91.2K 1.09% 25
2025
Q4 		$3.84M Sell
86,574
-5,916
-6% -$258K 1.09% 30
2025
Q3 		$4.01M Buy
92,490
+8,278
+10% +$359K 1.17% 27
2025
Q2 		$3.53M Buy
84,212
+1,297
+2% +$53.6K 1.8% 14
2025
Q1 		$3.6M Buy
82,915
+3,243
+4% +$137K 1.26% 22
2024
Q4 		$3.21M Sell
79,672
-1,255
-2% -$52.7K 1.18% 30
2024
Q3 		$3.39M Sell
80,927
-1,985
-2% -$80.1K 1.31% 28
2024
Q2 		$3.14M Sell
82,912
-18,439
-18% -$700K 1.37% 30
2024
Q1 		$3.9M Sell
101,351
-41,077
-29% -$1.5M 1.85% 14
2023
Q4 		$5.11M Sell
142,428
-18,245
-11% -$618K 2.85% 7
2023
Q3 		$5.37M Sell
160,673
-15,748
-9% -$546K 3.52% 6
2023
Q2 		$6M Buy
176,421
+12,217
+7% +$423K 3.73% 5
2023
Q1 		$5.83M Buy
164,204
+85,164
+108% +$3.12M 3.68% 5
2022
Q4 		$2.89M Buy
+79,040
New +$2.85M 1.83% 15

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