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Walled Lake Planning & Wealth Management’s First Trust Morningstar Dividend Leaders Index Fund FDL Stock Holding History

Walled Lake Planning & 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
Q1 		– Sell
-54,022
Closed -$2.17M – 134
2024
Q4 		$2.17M Buy
+54,022
New +$2.27M 0.81% 34

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
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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
RW
Rockport Wealth Fairview Park, Ohio $595M AUM 23.65% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Walled Lake Planning & Wealth Management's FDL Position: Q1 2025 in Review

Walled Lake Planning & Wealth Management sold out of First Trust Morningstar Dividend Leaders Index Fund (FDL) in Q1 2025, closing a stake of 54,022 shares — an estimated $2.17M sold.

Walled Lake Planning & Wealth Management first reported a position in FDL in Q4 2024 and held it in 1 quarter. The position peaked at $2.17M in Q4 2024. 434 funds tracked by Wall St. Rank hold FDL as of Q1 2025.

  • Walled Lake Planning & Wealth Management reported no remaining First Trust Morningstar Dividend Leaders Index Fund position as of Q1 2025 after selling out during the quarter.
  • Walled Lake Planning & Wealth Management sold 54,022 First Trust Morningstar Dividend Leaders Index Fund shares in Q1 2025, an estimated $2.17M.
  • Walled Lake Planning & Wealth Management first reported a position in First Trust Morningstar Dividend Leaders Index Fund in Q4 2024 and held it in 1 quarter.
  • Walled Lake Planning & Wealth Management's First Trust Morningstar Dividend Leaders Index Fund position peaked at $2.17M in Q4 2024.
  • 434 funds tracked by Wall St. Rank held First Trust Morningstar Dividend Leaders Index Fund as of Q1 2025.

Based on Walled Lake Planning & Wealth Management's 13F filing for Q1 2025, filed 8 May 2025.