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

Pineridge 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
2025
Q2 		– Sell
-1,093
Closed -$47.5K – 573
2025
Q1 		$47.5K Buy
+1,093
New +$46.2K 0.02% 109
2024
Q2 		– Sell
-600
Closed -$23.1K – 639
2024
Q1 		$23.1K Buy
+600
New +$22K 0.01% 205

Other funds holding FDL

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Pineridge Advisors's FDL Position: Q2 2025 in Review

Pineridge Advisors sold out of First Trust Morningstar Dividend Leaders Index Fund (FDL) in Q2 2025, closing a stake of 1,093 shares — an estimated $47.5K sold.

Pineridge Advisors first reported a position in FDL in Q1 2024 and held it in 2 quarters. The position peaked at $47.5K in Q1 2025. 443 funds tracked by Wall St. Rank hold FDL as of Q2 2025.

  • Pineridge Advisors reported no remaining First Trust Morningstar Dividend Leaders Index Fund position as of Q2 2025 after selling out during the quarter.
  • Pineridge Advisors sold 1,093 First Trust Morningstar Dividend Leaders Index Fund shares in Q2 2025, an estimated $47.5K.
  • Pineridge Advisors first reported a position in First Trust Morningstar Dividend Leaders Index Fund in Q1 2024 and held it in 2 quarters.
  • Pineridge Advisors's First Trust Morningstar Dividend Leaders Index Fund position peaked at $47.5K in Q1 2025.
  • 443 funds tracked by Wall St. Rank held First Trust Morningstar Dividend Leaders Index Fund as of Q2 2025.

Based on Pineridge Advisors's 13F filing for Q2 2025, filed 11 Aug 2025.