REAP Financial Group’s First Trust Morningstar Dividend Leaders Index Fund FDL Stock Holding History

REAP Financial Group’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	$41.1K	Buy	810 +6	+0.7%	+$293	0.01%	309
2025 Q4	$35.6K	Sell	804 -240	-23%	-$10.5K	0.01%	336
2025 Q3	$45.3K	Sell	1,044 -11,314	-92%	-$490K	0.01%	283
2025 Q2	$517K	Sell	12,358 -555	-4%	-$22.9K	0.12%	69
2025 Q1	$561K	Sell	12,913 -319	-2%	-$13.5K	0.14%	61
2024 Q4	$533K	Sell	13,232 -329	-2%	-$13.8K	0.13%	67
2024 Q3	$569K	Sell	13,561 -3,004	-18%	-$121K	0.14%	67
2024 Q2	$628K	Sell	16,565 -767	-4%	-$29.1K	0.17%	71
2024 Q1	$667K	Sell	17,332 -363	-2%	-$13.3K	0.18%	78
2023 Q4	$635K	Buy	+17,695	New	+$599K	0.19%	76

Other funds holding FDL

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

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

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 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 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