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

Private Portfolio 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
2024 Q4	$1.24M	Buy	30,918 +107	+0.3%	+$4.49K	0.23%	77
2024 Q3	$1.29M	Buy	+30,811	New	+$1.24M	0.24%	68
2024 Q2	–	Sell	-32,698	Closed	-$1.26M	–	131
2024 Q1	$1.26M	Buy	32,698 +279	+0.9%	+$10.2K	0.26%	68
2023 Q4	$1.16M	Sell	32,419 -1,052	-3%	-$35.6K	0.27%	67
2023 Q3	$1.12M	Buy	33,471 +799	+2%	+$27.7K	0.29%	65
2023 Q2	$1.11M	Buy	32,672 +5,395	+20%	+$187K	0.29%	71
2023 Q1	$968K	Buy	27,277 +12,434	+84%	+$455K	0.26%	73
2022 Q4	$543K	Buy	+14,843	New	+$535K	0.14%	127

Other funds holding FDL

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Rockport Wealth Fairview Park, Ohio $549M AUM 22.95% 1-Year Est. Return

Private Portfolio Partners's FDL Position: Q4 2024 in Review

Private Portfolio Partners increased its First Trust Morningstar Dividend Leaders Index Fund (FDL) stake by 0.35% in Q4 2024, buying an estimated $4.49K and bringing the position to 30,918 shares worth $1.24M. The position accounts for 0.23% of the portfolio, ranked #77.

Private Portfolio Partners first reported a position in FDL in Q4 2022 and has held it in 8 quarters since. The position peaked at $1.29M in Q3 2024. 405 funds tracked by Wall St. Rank hold FDL as of Q4 2024.

Private Portfolio Partners held 30,918 shares of First Trust Morningstar Dividend Leaders Index Fund worth $1.24M as of Q4 2024.
Private Portfolio Partners bought 107 First Trust Morningstar Dividend Leaders Index Fund shares in Q4 2024, an estimated $4.49K.
First Trust Morningstar Dividend Leaders Index Fund made up 0.23% of Private Portfolio Partners's portfolio in Q4 2024, its #77 holding.
Private Portfolio Partners first reported a position in First Trust Morningstar Dividend Leaders Index Fund in Q4 2022 and has held it in 8 quarters since.
Private Portfolio Partners's First Trust Morningstar Dividend Leaders Index Fund position peaked at $1.29M in Q3 2024.
405 funds tracked by Wall St. Rank held First Trust Morningstar Dividend Leaders Index Fund as of Q4 2024.

Based on Private Portfolio Partners's 13F filing for Q4 2024, filed 12 Feb 2025.