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Root Financial Partners’s First Trust Morningstar Dividend Leaders Index Fund FDL Stock Holding History

Root Financial Partners’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
Q4 		– Sell
-175
Closed -$7.6K – 2467
2025
Q3 		$7.6K Buy
+175
New +$7.58K ﹤0.01% 1560

Other funds holding FDL

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LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B 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
Wells Fargo San Francisco, California $530B 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 $570B 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
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CAG
Csenge Advisory Group Clearwater, Florida $2.18B AUM 16.73% 1-Year Est. Return

Root Financial Partners's FDL Position: Q4 2025 in Review

Root Financial Partners sold out of First Trust Morningstar Dividend Leaders Index Fund (FDL) in Q4 2025, closing a stake of 175 shares — an estimated $7.6K sold.

Root Financial Partners first reported a position in FDL in Q3 2025 and held it in 1 quarter. The position peaked at $7.6K in Q3 2025. 466 funds tracked by Wall St. Rank hold FDL as of Q4 2025.

  • Root Financial Partners reported no remaining First Trust Morningstar Dividend Leaders Index Fund position as of Q4 2025 after selling out during the quarter.
  • Root Financial Partners sold 175 First Trust Morningstar Dividend Leaders Index Fund shares in Q4 2025, an estimated $7.6K.
  • Root Financial Partners first reported a position in First Trust Morningstar Dividend Leaders Index Fund in Q3 2025 and held it in 1 quarter.
  • Root Financial Partners's First Trust Morningstar Dividend Leaders Index Fund position peaked at $7.6K in Q3 2025.
  • 466 funds tracked by Wall St. Rank held First Trust Morningstar Dividend Leaders Index Fund as of Q4 2025.

Based on Root Financial Partners's 13F filing for Q4 2025, filed 10 Feb 2026.