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 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

AAP

Arax Advisory Partners Denver, Colorado $15.1B AUM 27.93% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 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

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

RiverTree Advisors's FDL Position: Q3 2025 in Review

RiverTree Advisors sold out of First Trust Morningstar Dividend Leaders Index Fund (FDL) in Q3 2025, closing a stake of 57,028 shares — an estimated $2.39M sold.

RiverTree Advisors first reported a position in FDL in Q3 2022 and held it in 6 quarters. The position peaked at $4.26M in Q1 2023. 437 funds tracked by Wall St. Rank hold FDL as of Q3 2025.

RiverTree Advisors reported no remaining First Trust Morningstar Dividend Leaders Index Fund position as of Q3 2025 after selling out during the quarter.
RiverTree Advisors sold 57,028 First Trust Morningstar Dividend Leaders Index Fund shares in Q3 2025, an estimated $2.39M.
RiverTree Advisors first reported a position in First Trust Morningstar Dividend Leaders Index Fund in Q3 2022 and held it in 6 quarters.
RiverTree Advisors's First Trust Morningstar Dividend Leaders Index Fund position peaked at $4.26M in Q1 2023.
437 funds tracked by Wall St. Rank held First Trust Morningstar Dividend Leaders Index Fund as of Q3 2025.

Based on RiverTree Advisors's 13F filing for Q3 2025, filed 4 Nov 2025.