1834 Investment Advisors’s First Trust Morningstar Dividend Leaders Index Fund FDL Stock Holding History

1834 Investment Advisors’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
2022 Q3	–	Sell	-56	Closed	-$2K	–	284
2022 Q2	$2K	Hold	56	–	–	﹤0.01%	432
2022 Q1	$2K	Sell	56 -950	-94%	-$34.6K	﹤0.01%	415
2021 Q4	$36K	Sell	1,006 -140	-12%	-$4.77K	﹤0.01%	283
2021 Q3	$38K	Hold	1,146	–	–	﹤0.01%	286
2021 Q2	$38K	Sell	1,146 -11,893	-91%	-$404K	﹤0.01%	289
2021 Q1	$427K	Hold	13,039	–	–	0.06%	137
2020 Q4	$386K	Hold	13,039	–	–	0.05%	145
2020 Q3	$340K	Hold	13,039	–	–	0.05%	137
2020 Q2	$331K	Hold	13,039	–	–	0.05%	140
2020 Q1	$291K	Hold	13,039	–	–	0.06%	143
2019 Q4	$425K	Hold	13,039	–	–	0.07%	127
2019 Q3	$405K	Hold	13,039	–	–	0.06%	131
2019 Q2	$400K	Hold	13,039	–	–	0.06%	131
2019 Q1	$394K	Buy	13,039 +2	+0%	+$58	0.06%	131
2018 Q4	$355K	Sell	13,037 -162	-1%	-$4.7K	0.06%	136
2018 Q3	$393K	Hold	13,199	–	–	0.06%	141
2018 Q2	$378K	Hold	13,199	–	–	0.06%	138
2018 Q1	$372K	Buy	13,199 +6,139	+87%	+$180K	0.06%	137
2017 Q4	$212K	Buy	+7,060	New	+$208K	0.03%	168

Other funds holding FDL

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

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

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

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

1834 Investment Advisors's FDL Position: Q3 2022 in Review

1834 Investment Advisors sold out of First Trust Morningstar Dividend Leaders Index Fund (FDL) in Q3 2022, closing a stake of 56 shares — an estimated $2K sold.

1834 Investment Advisors first reported a position in FDL in Q4 2017 and held it in 19 quarters. The position peaked at $427K in Q1 2021. 290 funds tracked by Wall St. Rank hold FDL as of Q3 2022.

1834 Investment Advisors reported no remaining First Trust Morningstar Dividend Leaders Index Fund position as of Q3 2022 after selling out during the quarter.
1834 Investment Advisors sold 56 First Trust Morningstar Dividend Leaders Index Fund shares in Q3 2022, an estimated $2K.
1834 Investment Advisors first reported a position in First Trust Morningstar Dividend Leaders Index Fund in Q4 2017 and held it in 19 quarters.
1834 Investment Advisors's First Trust Morningstar Dividend Leaders Index Fund position peaked at $427K in Q1 2021.
290 funds tracked by Wall St. Rank held First Trust Morningstar Dividend Leaders Index Fund as of Q3 2022.

Based on 1834 Investment Advisors's 13F filing for Q3 2022, filed 14 Nov 2022.