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WJ Wealth Management’s First Trust Morningstar Dividend Leaders Index Fund FDL Stock Holding History

WJ 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
Q3 		– Sell
-185,569
Closed -$7.77M – 77
2025
Q2 		$7.77M Sell
185,569
-87,255
-32% -$3.6M 2.45% 14
2025
Q1 		$11.9M Buy
+272,824
New +$11.5M 4.19% 7

Other funds holding FDL

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AAP
Arax Advisory Partners Denver, Colorado $3.54B AUM 19.14% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

WJ Wealth Management's FDL Position: Q3 2025 in Review

WJ Wealth Management sold out of First Trust Morningstar Dividend Leaders Index Fund (FDL) in Q3 2025, closing a stake of 185,569 shares — an estimated $7.77M sold.

WJ Wealth Management first reported a position in FDL in Q1 2025 and held it in 2 quarters. The position peaked at $11.9M in Q1 2025. 437 funds tracked by Wall St. Rank hold FDL as of Q3 2025.

  • WJ Wealth Management reported no remaining First Trust Morningstar Dividend Leaders Index Fund position as of Q3 2025 after selling out during the quarter.
  • WJ Wealth Management sold 185,569 First Trust Morningstar Dividend Leaders Index Fund shares in Q3 2025, an estimated $7.77M.
  • WJ Wealth Management first reported a position in First Trust Morningstar Dividend Leaders Index Fund in Q1 2025 and held it in 2 quarters.
  • WJ Wealth Management's First Trust Morningstar Dividend Leaders Index Fund position peaked at $11.9M in Q1 2025.
  • 437 funds tracked by Wall St. Rank held First Trust Morningstar Dividend Leaders Index Fund as of Q3 2025.

Based on WJ Wealth Management's 13F filing for Q3 2025, filed 17 Nov 2025.