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

PSI 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	-622	Closed	-$27K	–	289
2025 Q1	$27K	Sell	622 -3,955	-86%	-$167K	0.01%	332
2024 Q4	$184K	Buy	4,577 +41	+0.9%	+$1.72K	0.05%	130
2024 Q3	$190K	Buy	4,536 +31	+0.7%	+$1.25K	0.06%	133
2024 Q2	$171K	Sell	4,505 -210	-4%	-$7.97K	0.05%	135
2024 Q1	$181K	Sell	4,715 -848	-15%	-$31K	0.07%	134
2023 Q4	$200K	Sell	5,563 -4,599	-45%	-$156K	0.07%	132
2023 Q3	$340K	Sell	10,162 -431	-4%	-$14.9K	0.15%	92
2023 Q2	$360K	Sell	10,593 -124,204	-92%	-$4.3M	0.16%	83
2023 Q1	$4.79M	Buy	134,797 +9,357	+7%	+$342K	2.31%	9
2022 Q4	$4.59M	Buy	125,440 +2,079	+2%	+$74.9K	2.44%	10
2022 Q3	$3.96M	Buy	123,361 +110,861	+887%	+$3.96M	2.08%	10
2022 Q2	$440K	Buy	12,500 +1,293	+12%	+$48.4K	0.22%	82
2022 Q1	$420K	Hold	11,207	–	–	0.17%	100
2021 Q4	$399K	Sell	11,207 -110	-1%	-$3.75K	0.16%	104
2021 Q3	$371K	Hold	11,317	–	–	0.17%	97
2021 Q2	$375K	Hold	11,317	–	–	0.2%	91
2021 Q1	$370K	Hold	11,317	–	–	0.22%	85
2020 Q4	$334K	Sell	11,317 -150	-1%	-$4.24K	0.23%	85
2020 Q3	$298K	Hold	11,467	–	–	0.23%	84
2020 Q2	$290K	Hold	11,467	–	–	0.23%	84
2020 Q1	$256K	Sell	11,467 -330	-3%	-$9.52K	0.24%	88
2019 Q4	$384K	Buy	+11,797	New	+$375K	0.25%	85

Other funds holding FDL

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

PSI Advisors's FDL Position: Q2 2025 in Review

PSI Advisors sold out of First Trust Morningstar Dividend Leaders Index Fund (FDL) in Q2 2025, closing a stake of 622 shares — an estimated $27K sold.

PSI Advisors first reported a position in FDL in Q4 2019 and held it in 22 quarters. The position peaked at $4.79M in Q1 2023. 443 funds tracked by Wall St. Rank hold FDL as of Q2 2025.

PSI Advisors reported no remaining First Trust Morningstar Dividend Leaders Index Fund position as of Q2 2025 after selling out during the quarter.
PSI Advisors sold 622 First Trust Morningstar Dividend Leaders Index Fund shares in Q2 2025, an estimated $27K.
PSI Advisors first reported a position in First Trust Morningstar Dividend Leaders Index Fund in Q4 2019 and held it in 22 quarters.
PSI Advisors's First Trust Morningstar Dividend Leaders Index Fund position peaked at $4.79M in Q1 2023.
443 funds tracked by Wall St. Rank held First Trust Morningstar Dividend Leaders Index Fund as of Q2 2025.

Based on PSI Advisors's 13F filing for Q2 2025, filed 12 Aug 2025.