Priebe Wealth Holdings’s First Trust Morningstar Dividend Leaders Index Fund FDL Stock Holding History
Bought
Maintained
Sold
Other funds holding FDL
Priebe Wealth Holdings's FDL Position: Q2 2025 in Review
Priebe Wealth Holdings increased its First Trust Morningstar Dividend Leaders Index Fund (FDL) stake by 6.2% in Q2 2025, buying an estimated $57.2K and bringing the position to 23,612 shares worth $989K. The position accounts for 0.86% of the portfolio, ranked #25.
Priebe Wealth Holdings first reported a position in FDL in Q4 2023 and has held it in 7 quarters since. The position peaked at $1.08M in Q4 2024. 443 funds tracked by Wall St. Rank hold FDL as of Q2 2025.
- Priebe Wealth Holdings held 23,612 shares of First Trust Morningstar Dividend Leaders Index Fund worth $989K as of Q2 2025.
- Priebe Wealth Holdings bought 1,385 First Trust Morningstar Dividend Leaders Index Fund shares in Q2 2025, an estimated $57.2K.
- First Trust Morningstar Dividend Leaders Index Fund made up 0.86% of Priebe Wealth Holdings's portfolio in Q2 2025, its #25 holding.
- Priebe Wealth Holdings first reported a position in First Trust Morningstar Dividend Leaders Index Fund in Q4 2023 and has held it in 7 quarters since.
- Priebe Wealth Holdings's First Trust Morningstar Dividend Leaders Index Fund position peaked at $1.08M in Q4 2024.
- 443 funds tracked by Wall St. Rank held First Trust Morningstar Dividend Leaders Index Fund as of Q2 2025.
Based on Priebe Wealth Holdings's 13F filing for Q2 2025, filed 25 Jul 2025.