Tyler-Stone Wealth Management’s First Trust Morningstar Dividend Leaders Index Fund FDL Stock Holding History

Tyler-Stone Wealth Management’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	$419K	Buy	9,995 +240	+2%	+$9.91K	0.07%	216
2025 Q1	$424K	Hold	9,755	–	–	0.08%	206
2024 Q4	$393K	Hold	9,755	–	–	0.07%	216
2024 Q3	$409K	Buy	9,755 +6,677	+217%	+$269K	0.08%	212
2024 Q2	$117K	Hold	3,078	–	–	0.05%	260
2024 Q1	$118K	Hold	3,078	–	–	0.05%	251
2023 Q4	$110K	Sell	3,078 -200	-6%	-$6.78K	0.06%	254
2023 Q3	$110K	Buy	3,278 +16	+0.5%	+$555	0.06%	237
2023 Q2	$111K	Buy	+3,262	New	+$113K	0.06%	240
2022 Q4	$118K	Buy	3,230 +15	+0.5%	+$541	0.08%	212
2022 Q3	$103K	Hold	3,215	–	–	0.08%	217
2022 Q2	$113K	Hold	3,215	–	–	0.08%	218
2022 Q1	$120K	Hold	3,215	–	–	0.07%	234
2021 Q4	$114K	Buy	+3,215	New	+$110K	0.06%	254

Other funds holding FDL

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Tyler-Stone Wealth Management's FDL Position: Q2 2025 in Review

Tyler-Stone Wealth Management increased its First Trust Morningstar Dividend Leaders Index Fund (FDL) stake by 2.5% in Q2 2025, buying an estimated $9.91K and bringing the position to 9,995 shares worth $419K. The position accounts for 0.07% of the portfolio, ranked #216.

Tyler-Stone Wealth Management first reported a position in FDL in Q4 2021 and has held it in 14 quarters since. The position peaked at $424K in Q1 2025. 443 funds tracked by Wall St. Rank hold FDL as of Q2 2025.

Tyler-Stone Wealth Management held 9,995 shares of First Trust Morningstar Dividend Leaders Index Fund worth $419K as of Q2 2025.
Tyler-Stone Wealth Management bought 240 First Trust Morningstar Dividend Leaders Index Fund shares in Q2 2025, an estimated $9.91K.
First Trust Morningstar Dividend Leaders Index Fund made up 0.07% of Tyler-Stone Wealth Management's portfolio in Q2 2025, its #216 holding.
Tyler-Stone Wealth Management first reported a position in First Trust Morningstar Dividend Leaders Index Fund in Q4 2021 and has held it in 14 quarters since.
Tyler-Stone Wealth Management's First Trust Morningstar Dividend Leaders Index Fund position peaked at $424K in Q1 2025.
443 funds tracked by Wall St. Rank held First Trust Morningstar Dividend Leaders Index Fund as of Q2 2025.

Based on Tyler-Stone Wealth Management's 13F filing for Q2 2025, filed 18 Aug 2025.