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

RiverTree 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
Q3 		– Sell
-57,028
Closed -$2.39M – 56
2025
Q2 		$2.39M Buy
+57,028
New +$2.36M 1.6% 25
2025
Q1 		– Sell
-79,078
Closed -$3.18M – 56
2024
Q4 		$3.18M Buy
79,078
+70,799
+855% +$2.97M 2.09% 16
2024
Q3 		$347K Buy
+8,279
New +$334K 0.24% 29
2023
Q2 		– Sell
-119,979
Closed -$4.26M – 31
2023
Q1 		$4.26M Buy
119,979
+10,328
+9% +$378K 3.07% 12
2022
Q4 		$4.01M Sell
109,651
-4,497
-4% -$162K 3.29% 13
2022
Q3 		$3.67M Buy
+114,148
New +$4.08M 3% 14

Other funds holding FDL

LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
AAP
Arax Advisory Partners Denver, Colorado $3.54B AUM 19.14% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return