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TS Financial Group (TSFG)’s First Trust Morningstar Dividend Leaders Index Fund FDL Stock Holding History

TS Financial Group (TSFG)’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 		$118K Sell
2,317
-143
-6% -$6.99K 0.02% 235
2025
Q4 		$109K Buy
2,460
+15
+0.6% +$653 0.02% 238
2025
Q3 		$106K Buy
2,445
+12
+0.5% +$520 0.02% 239
2025
Q2 		$102K Buy
2,433
+13
+0.5% +$537 0.02% 231
2025
Q1 		$105K Sell
2,420
-8
-0.3% -$338 0.02% 215
2024
Q4 		$98K Sell
2,428
-1,150
-32% -$48.3K 0.02% 213
2024
Q3 		$150K Sell
3,578
-422
-11% -$17K 0.03% 171
2024
Q2 		$152K Buy
4,000
+405
+11% +$15.4K 0.04% 166
2024
Q1 		$138K Buy
3,595
+45
+1% +$1.65K 0.03% 167
2023
Q4 		$127K Buy
+3,550
New +$120K 0.04% 178

Other funds holding FDL

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Ameriprise
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Raymond James Financial
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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