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

Tidemark’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 Q2	–	Sell	-102	Closed	-$4.43K	–	718
2025 Q1	$4.43K	Hold	102	–	–	﹤0.01%	541
2024 Q4	$4.11K	Hold	102	–	–	﹤0.01%	531
2024 Q3	$4.28K	Hold	102	–	–	﹤0.01%	501
2024 Q2	$3.87K	Hold	102	–	–	﹤0.01%	489
2024 Q1	$3.92K	Hold	102	–	–	﹤0.01%	540
2023 Q4	$3.66K	Buy	+102	New	+$3.46K	﹤0.01%	544

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

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

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

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

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Tidemark's FDL Position: Q2 2025 in Review

Tidemark sold out of First Trust Morningstar Dividend Leaders Index Fund (FDL) in Q2 2025, closing a stake of 102 shares — an estimated $4.43K sold.

Tidemark first reported a position in FDL in Q4 2023 and held it in 6 quarters. The position peaked at $4.43K in Q1 2025. 443 funds tracked by Wall St. Rank hold FDL as of Q2 2025.

Tidemark reported no remaining First Trust Morningstar Dividend Leaders Index Fund position as of Q2 2025 after selling out during the quarter.
Tidemark sold 102 First Trust Morningstar Dividend Leaders Index Fund shares in Q2 2025, an estimated $4.43K.
Tidemark first reported a position in First Trust Morningstar Dividend Leaders Index Fund in Q4 2023 and held it in 6 quarters.
Tidemark's First Trust Morningstar Dividend Leaders Index Fund position peaked at $4.43K in Q1 2025.
443 funds tracked by Wall St. Rank held First Trust Morningstar Dividend Leaders Index Fund as of Q2 2025.

Based on Tidemark's 13F filing for Q2 2025, filed 11 Aug 2025.