World Equity Group’s First Trust Morningstar Dividend Leaders Index Fund FDL Stock Holding History

World Equity 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 Q4	–	Sell	-160,665	Closed	-$6.97M	–	346
2025 Q3	$6.97M	Buy	160,665 +11,871	+8%	+$514K	1.58%	11
2025 Q2	$6.23M	Buy	148,794 +9,733	+7%	+$402K	1.7%	10
2025 Q1	$6.04M	Buy	139,061 +8,460	+6%	+$358K	1.73%	11
2024 Q4	$5.26M	Buy	130,601 +3,813	+3%	+$160K	1.13%	17
2024 Q3	$5.32M	Buy	126,788 +3,254	+3%	+$131K	1.92%	9
2024 Q2	$4.69M	Buy	123,534 +50,201	+68%	+$1.9M	1.4%	12
2024 Q1	$2.82M	Sell	73,333 -43,347	-37%	-$1.59M	0.58%	42
2023 Q4	$4.21M	Sell	116,680 -227	-0.2%	-$7.69K	0.85%	22
2023 Q3	$3.9M	Sell	116,907 -12,888	-10%	-$447K	0.81%	24
2023 Q2	$4.41M	Buy	129,795 +24,894	+24%	+$862K	1.3%	11
2023 Q1	$12.5M	Sell	104,901 -3,718	-3%	-$136K	1.87%	7
2022 Q4	$3.97M	Buy	+108,619	New	+$3.91M	0.94%	25
2022 Q3	–	Sell	-26,705	Closed	-$941K	–	332
2022 Q2	$941K	Sell	26,705 -2,597	-9%	-$97.2K	0.24%	116
2022 Q1	$1.1M	Buy	+29,302	New	+$1.07M	0.24%	119

Other funds holding FDL

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

CAG

Csenge Advisory Group Clearwater, Florida $2.47B AUM 24.93% 1-Year Est. Return

World Equity Group's FDL Position: Q4 2025 in Review

World Equity Group sold out of First Trust Morningstar Dividend Leaders Index Fund (FDL) in Q4 2025, closing a stake of 160,665 shares — an estimated $6.97M sold.

World Equity Group first reported a position in FDL in Q1 2022 and held it in 14 quarters. The position peaked at $12.5M in Q1 2023. 466 funds tracked by Wall St. Rank hold FDL as of Q4 2025.

World Equity Group reported no remaining First Trust Morningstar Dividend Leaders Index Fund position as of Q4 2025 after selling out during the quarter.
World Equity Group sold 160,665 First Trust Morningstar Dividend Leaders Index Fund shares in Q4 2025, an estimated $6.97M.
World Equity Group first reported a position in First Trust Morningstar Dividend Leaders Index Fund in Q1 2022 and held it in 14 quarters.
World Equity Group's First Trust Morningstar Dividend Leaders Index Fund position peaked at $12.5M in Q1 2023.
466 funds tracked by Wall St. Rank held First Trust Morningstar Dividend Leaders Index Fund as of Q4 2025.

Based on World Equity Group's 13F filing for Q4 2025, filed 12 Jan 2026.