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Transce3nd’s First Trust Morningstar Dividend Leaders Index Fund FDL Stock Holding History

Transce3nd’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
-103
Closed -$4.31K – 471
2025
Q2 		$4.31K Sell
103
-375
-78% -$15.5K ﹤0.01% 774
2025
Q1 		$20.8K Buy
478
+469
+5,211% +$19.8K 0.01% 424
2024
Q4 		$362 Buy
+9
New +$378 ﹤0.01% 1348

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

Transce3nd's FDL Position: Q3 2025 in Review

Transce3nd sold out of First Trust Morningstar Dividend Leaders Index Fund (FDL) in Q3 2025, closing a stake of 103 shares — an estimated $4.31K sold.

Transce3nd first reported a position in FDL in Q4 2024 and held it in 3 quarters. The position peaked at $20.8K in Q1 2025. 437 funds tracked by Wall St. Rank hold FDL as of Q3 2025.

  • Transce3nd reported no remaining First Trust Morningstar Dividend Leaders Index Fund position as of Q3 2025 after selling out during the quarter.
  • Transce3nd sold 103 First Trust Morningstar Dividend Leaders Index Fund shares in Q3 2025, an estimated $4.31K.
  • Transce3nd first reported a position in First Trust Morningstar Dividend Leaders Index Fund in Q4 2024 and held it in 3 quarters.
  • Transce3nd's First Trust Morningstar Dividend Leaders Index Fund position peaked at $20.8K in Q1 2025.
  • 437 funds tracked by Wall St. Rank held First Trust Morningstar Dividend Leaders Index Fund as of Q3 2025.

Based on Transce3nd's 13F filing for Q3 2025, filed 12 Nov 2025.