Thrivent Financial for Lutherans’s First Trust Morningstar Dividend Leaders Index Fund FDL Stock Holding History

Thrivent Financial for Lutherans’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	–	Sell	-7,455	Closed	-$312K	–	2458
2025 Q2	$312K	Hold	7,455	–	–	﹤0.01%	2294
2025 Q1	$324K	Hold	7,455	–	–	﹤0.01%	2202
2024 Q4	$300K	Hold	7,455	–	–	﹤0.01%	2410
2024 Q3	$313K	Hold	7,455	–	–	﹤0.01%	2385
2024 Q2	$283K	Hold	7,455	–	–	﹤0.01%	2418
2024 Q1	$287K	Hold	7,455	–	–	﹤0.01%	2391
2023 Q4	$267K	Hold	7,455	–	–	﹤0.01%	2385
2023 Q3	$249K	Hold	7,455	–	–	﹤0.01%	2350
2023 Q2	$254K	Hold	7,455	–	–	﹤0.01%	2359
2023 Q1	$265K	Buy	+7,455	New	+$273K	﹤0.01%	2317

Other funds holding FDL

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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 Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Thrivent Financial for Lutherans's FDL Position: Q3 2025 in Review

Thrivent Financial for Lutherans sold out of First Trust Morningstar Dividend Leaders Index Fund (FDL) in Q3 2025, closing a stake of 7,455 shares — an estimated $312K sold.

Thrivent Financial for Lutherans first reported a position in FDL in Q1 2023 and held it in 10 quarters. The position peaked at $324K in Q1 2025. 437 funds tracked by Wall St. Rank hold FDL as of Q3 2025.

Thrivent Financial for Lutherans reported no remaining First Trust Morningstar Dividend Leaders Index Fund position as of Q3 2025 after selling out during the quarter.
Thrivent Financial for Lutherans sold 7,455 First Trust Morningstar Dividend Leaders Index Fund shares in Q3 2025, an estimated $312K.
Thrivent Financial for Lutherans first reported a position in First Trust Morningstar Dividend Leaders Index Fund in Q1 2023 and held it in 10 quarters.
Thrivent Financial for Lutherans's First Trust Morningstar Dividend Leaders Index Fund position peaked at $324K in Q1 2025.
437 funds tracked by Wall St. Rank held First Trust Morningstar Dividend Leaders Index Fund as of Q3 2025.

Based on Thrivent Financial for Lutherans's 13F filing for Q3 2025, filed 4 Nov 2025.