TWC
FDL icon

TD Waterhouse Canada’s First Trust Morningstar Dividend Leaders Index Fund FDL Stock Holding History

TD Waterhouse Canada’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 		$602K Sell
12,048
-20,865
-63% -$1.02M ﹤0.01% 803
2025
Q4 		$1.46M Sell
32,913
-3,537
-10% -$154K 0.01% 508
2025
Q3 		$1.6M Sell
36,450
-44,444
-55% -$1.93M 0.01% 484
2025
Q2 		$3.45M Buy
+80,894
New +$3.34M 0.02% 336
2024
Q1 		– Sell
-2,139
Closed -$77.5K – 1822
2023
Q4 		$77.5K Hold
2,139
– – ﹤0.01% 856
2023
Q3 		$70.4K Hold
2,139
– – ﹤0.01% 840
2023
Q2 		$73.3K Buy
2,139
+1,851
+643% +$64.1K ﹤0.01% 851
2023
Q1 		$10.3K Buy
+288
New +$10.5K ﹤0.01% 1215

Other funds holding FDL

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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