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

Stonebridge Financial Planning 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	$207K	Buy	+4,080	New	+$199K	0.08%	169
2022 Q1	–	Sell	-1,000	Closed	-$36K	–	189
2021 Q4	$36K	Hold	1,000	–	–	0.02%	240
2021 Q3	$34K	Hold	1,000	–	–	0.02%	252
2021 Q2	$33K	Hold	1,000	–	–	0.02%	251
2021 Q1	$33K	Sell	1,000 -450	-31%	-$14K	0.02%	247
2020 Q4	$43K	Sell	1,450 -1,650	-53%	-$46.6K	0.03%	209
2020 Q3	$84K	Sell	3,100 -2,280	-42%	-$60.4K	0.06%	143
2020 Q2	$137K	Sell	5,380 -693	-11%	-$17.3K	0.12%	110
2020 Q1	$147K	Sell	6,073 -393	-6%	-$11.3K	0.15%	93
2019 Q4	$211K	Buy	+6,466	New	+$206K	0.19%	84

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