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

Synovus Financial’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 		$933K Buy
21,492
+9,554
+80% +$414K 0.01% 534
2025
Q2 		$500K Buy
11,938
+328
+3% +$13.5K 0.01% 664
2025
Q1 		$504K Buy
11,610
+471
+4% +$19.9K 0.01% 659
2024
Q4 		$449K Buy
11,139
+910
+9% +$38.2K 0.01% 667
2024
Q3 		$429K Sell
10,229
-225
-2% -$9.08K 0.01% 717
2024
Q2 		$397K Buy
10,454
+3,856
+58% +$146K 0.01% 672
2024
Q1 		$254K Buy
6,598
+23
+0.3% +$842 ﹤0.01% 772
2023
Q4 		$236K Buy
6,575
+68
+1% +$2.3K ﹤0.01% 768
2023
Q3 		$218K Sell
6,507
-380
-6% -$13.2K ﹤0.01% 782
2023
Q2 		$234K Buy
6,887
+666
+11% +$23.1K ﹤0.01% 779
2023
Q1 		$221K Sell
6,221
-98
-2% -$3.58K ﹤0.01% 775
2022
Q4 		$231K Buy
+6,319
New +$228K ﹤0.01% 780
2021
Q4 		– Sell
-6,548
Closed -$215K – 866
2021
Q3 		$215K Sell
6,548
-696
-10% -$23.3K ﹤0.01% 797
2021
Q2 		$241K Buy
+7,244
New +$246K ﹤0.01% 765
2020
Q3 		– Sell
-8
Closed – – 929
2020
Q2 		$0 Sell
8
-6,423
-100% -$160K ﹤0.01% 1736
2020
Q1 		$143K Buy
+6,431
New +$185K ﹤0.01% 837

Other funds holding FDL

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Wells Fargo
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
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Synovus Financial's FDL Position: Q3 2025 in Review

Synovus Financial increased its First Trust Morningstar Dividend Leaders Index Fund (FDL) stake by 80% in Q3 2025, buying an estimated $414K and bringing the position to 21,492 shares worth $933K. The position accounts for 0.01% of the portfolio, ranked #534.

Synovus Financial first reported a position in FDL in Q1 2020 and has held it in 16 quarters since. 437 funds tracked by Wall St. Rank hold FDL as of Q3 2025.

  • Synovus Financial held 21,492 shares of First Trust Morningstar Dividend Leaders Index Fund worth $933K as of Q3 2025.
  • Synovus Financial bought 9,554 First Trust Morningstar Dividend Leaders Index Fund shares in Q3 2025, an estimated $414K.
  • First Trust Morningstar Dividend Leaders Index Fund made up 0.01% of Synovus Financial's portfolio in Q3 2025, its #534 holding.
  • Synovus Financial first reported a position in First Trust Morningstar Dividend Leaders Index Fund in Q1 2020 and has held it in 16 quarters since.
  • 437 funds tracked by Wall St. Rank held First Trust Morningstar Dividend Leaders Index Fund as of Q3 2025.

Based on Synovus Financial's 13F filing for Q3 2025, filed 7 Nov 2025.