SWA
FDL icon

Stratos Wealth Advisors’s First Trust Morningstar Dividend Leaders Index Fund FDL Stock Holding History

Stratos Wealth 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
2026
Q1 		$3.42M Sell
67,320
-721
-1% -$35.2K 0.21% 104
2025
Q4 		$3.02M Buy
68,041
+1,497
+2% +$65.2K 0.15% 155
2025
Q3 		$2.89M Buy
66,544
+4,929
+8% +$214K 0.14% 155
2025
Q2 		$2.58M Buy
61,615
+55,759
+952% +$2.3M 0.14% 155
2025
Q1 		$254K Buy
5,856
+49
+0.8% +$2.07K 0.01% 579
2024
Q4 		$234K Buy
5,807
+70
+1% +$2.94K 0.01% 638
2024
Q3 		$241K Sell
5,737
-1,551
-21% -$62.6K 0.01% 663
2024
Q2 		$276K Sell
7,288
-926
-11% -$35.1K 0.01% 587
2024
Q1 		$316K Buy
8,214
+1,383
+20% +$50.6K 0.02% 544
2023
Q4 		$245K Buy
+6,831
New +$231K 0.01% 604
2022
Q3 		– Sell
-11,068
Closed -$390K – 502
2022
Q2 		$390K Buy
+11,068
New +$414K 0.04% 400

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