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Twin City Private Wealth’s First Trust Morningstar Dividend Leaders Index Fund FDL Stock Holding History

Twin City Private Wealth’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 		$286K Sell
5,637
-253
-4% -$12.4K 0.22% 89
2025
Q4 		$261K Sell
5,890
-295
-5% -$12.8K 0.2% 87
2025
Q3 		$268K Buy
6,185
+49
+0.8% +$2.12K 0.21% 90
2025
Q2 		$257K Buy
6,136
+37
+0.6% +$1.53K 0.21% 88
2025
Q1 		$265K Buy
6,099
+128
+2% +$5.41K 0.23% 82
2024
Q4 		$240K Sell
5,971
-230
-4% -$9.65K 0.21% 82
2024
Q3 		$260K Sell
6,201
-289
-4% -$11.7K 0.23% 84
2024
Q2 		$246K Sell
6,490
-559
-8% -$21.2K 0.23% 84
2024
Q1 		$271K Buy
+7,049
New +$258K 0.27% 84

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Wells Fargo
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Bank of America
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Royal Bank of Canada
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Cetera Investment Advisers
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UBS Group
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Northwestern Mutual Wealth Management
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