SFC
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Strategic Financial Concepts’s First Trust Morningstar Dividend Leaders Index Fund FDL Stock Holding History

Strategic Financial Concepts’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 		$538K Buy
10,600
+5,258
+98% +$257K 0.13% 154
2025
Q4 		$237K Sell
5,342
-445
-8% -$19.4K 0.22% 100
2025
Q3 		$251K Buy
5,787
+21
+0.4% +$910 0.04% 224
2025
Q2 		$241K Sell
5,766
-5,501
-49% -$227K 0.03% 237
2025
Q1 		$489K Buy
11,267
+96
+0.9% +$4.06K 0.09% 186
2024
Q4 		$450K Buy
11,171
+5,882
+111% +$247K 0.09% 189
2024
Q3 		$222K Sell
5,289
-158,741
-97% -$6.41M 0.07% 221
2024
Q2 		$206K Buy
164,030
+155,103
+1,737% +$5.88M 0.12% 118
2024
Q1 		$344K Buy
8,927
+2,593
+41% +$94.9K 0.08% 209
2023
Q4 		$227K Sell
6,334
-368
-5% -$12.5K 0.13% 122
2023
Q3 		$224K Buy
+6,702
New +$232K 0.08% 227
2023
Q2 		– Sell
-6,517
Closed -$231K – 257
2023
Q1 		$231K Buy
+6,517
New +$238K 0.09% 192

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
Ameriprise
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
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
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