YIH
FDL icon

Y-Intercept (HK)’s First Trust Morningstar Dividend Leaders Index Fund FDL Stock Holding History

Y-Intercept (HK)’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
2026
Q1 		– Sell
-30,442
Closed -$1.35M – 1710
2025
Q4 		$1.35M Buy
+30,442
New +$1.33M 0.03% 826
2025
Q3 		– Sell
-12,666
Closed -$530K – 1710
2025
Q2 		$530K Buy
12,666
+7,788
+160% +$322K 0.01% 1186
2025
Q1 		$212K Buy
+4,878
New +$206K 0.01% 1039
2024
Q4 		– Sell
-7,571
Closed -$318K – 1324
2024
Q3 		$318K Buy
+7,571
New +$306K 0.02% 989
2024
Q2 		– Sell
-32,749
Closed -$1.26M – 1531
2024
Q1 		$1.26M Buy
32,749
+12,267
+60% +$449K 0.1% 294
2023
Q4 		$735K Buy
+20,482
New +$694K 0.07% 441

Other funds holding FDL

LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return