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Wood Tarver Financial Group’s First Trust Morningstar Dividend Leaders Index Fund FDL Stock Holding History

Wood Tarver Financial Group’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
-121
Closed -$5K – 310
2025
Q2 		$5K Hold
121
– – ﹤0.01% 465
2025
Q1 		$5.26K Hold
121
– – ﹤0.01% 461
2024
Q4 		$4K Buy
+121
New +$5.08K ﹤0.01% 463

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
AAP
Arax Advisory Partners Denver, Colorado $15.1B AUM 27.93% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 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
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Wood Tarver Financial Group's FDL Position: Q3 2025 in Review

Wood Tarver Financial Group sold out of First Trust Morningstar Dividend Leaders Index Fund (FDL) in Q3 2025, closing a stake of 121 shares — an estimated $5K sold.

Wood Tarver Financial Group first reported a position in FDL in Q4 2024 and held it in 3 quarters. The position peaked at $5.26K in Q1 2025. 437 funds tracked by Wall St. Rank hold FDL as of Q3 2025.

  • Wood Tarver Financial Group reported no remaining First Trust Morningstar Dividend Leaders Index Fund position as of Q3 2025 after selling out during the quarter.
  • Wood Tarver Financial Group sold 121 First Trust Morningstar Dividend Leaders Index Fund shares in Q3 2025, an estimated $5K.
  • Wood Tarver Financial Group first reported a position in First Trust Morningstar Dividend Leaders Index Fund in Q4 2024 and held it in 3 quarters.
  • Wood Tarver Financial Group's First Trust Morningstar Dividend Leaders Index Fund position peaked at $5.26K in Q1 2025.
  • 437 funds tracked by Wall St. Rank held First Trust Morningstar Dividend Leaders Index Fund as of Q3 2025.

Based on Wood Tarver Financial Group's 13F filing for Q3 2025, filed 14 Nov 2025.