Retireful LLC’s First Trust Morningstar Dividend Leaders Index Fund FDL Stock Holding History

Retireful LLC’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	–	Sell	-13,174	Closed	-$587K	–	100
2025 Q4	$587K	Buy	+13,174	New	+$574K	0.74%	50
2025 Q2	–	Sell	-81,067	Closed	-$4.36M	–	155
2025 Q1	$4.36M	Buy	+81,067	New	+$3.43M	4.12%	3
2024 Q4	–	Sell	-116,131	Closed	-$4.87M	–	137
2024 Q3	$4.87M	Buy	+116,131	New	+$4.69M	3.61%	9
2024 Q2	–	Sell	-144,458	Closed	-$5.56M	–	108
2024 Q1	$5.56M	Buy	+144,458	New	+$5.29M	2.31%	5

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

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 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

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

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Retireful LLC's FDL Position: Q1 2026 in Review

Retireful LLC sold out of First Trust Morningstar Dividend Leaders Index Fund (FDL) in Q1 2026, closing a stake of 13,174 shares — an estimated $587K sold.

Retireful LLC first reported a position in FDL in Q1 2024 and held it in 4 quarters. The position peaked at $5.56M in Q1 2024. 501 funds tracked by Wall St. Rank hold FDL as of Q1 2026.

Retireful LLC reported no remaining First Trust Morningstar Dividend Leaders Index Fund position as of Q1 2026 after selling out during the quarter.
Retireful LLC sold 13,174 First Trust Morningstar Dividend Leaders Index Fund shares in Q1 2026, an estimated $587K.
Retireful LLC first reported a position in First Trust Morningstar Dividend Leaders Index Fund in Q1 2024 and held it in 4 quarters.
Retireful LLC's First Trust Morningstar Dividend Leaders Index Fund position peaked at $5.56M in Q1 2024.
501 funds tracked by Wall St. Rank held First Trust Morningstar Dividend Leaders Index Fund as of Q1 2026.

Based on Retireful LLC's 13F filing for Q1 2026, filed 15 Apr 2026.