AIM
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AHL Investment Management’s First Trust Morningstar Dividend Leaders Index Fund FDL Stock Holding History

AHL Investment 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
2022
Q1 		– Sell
-450
Closed -$16K – 131
2021
Q4 		$16K Buy
+450
New +$15.3K 0.01% 175

Other funds holding FDL

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CA
Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

AHL Investment Management's FDL Position: Q1 2022 in Review

AHL Investment Management sold out of First Trust Morningstar Dividend Leaders Index Fund (FDL) in Q1 2022, closing a stake of 450 shares — an estimated $16K sold.

AHL Investment Management first reported a position in FDL in Q4 2021 and held it in 1 quarter. The position peaked at $16K in Q4 2021. 239 funds tracked by Wall St. Rank hold FDL as of Q1 2022.

  • AHL Investment Management reported no remaining First Trust Morningstar Dividend Leaders Index Fund position as of Q1 2022 after selling out during the quarter.
  • AHL Investment Management sold 450 First Trust Morningstar Dividend Leaders Index Fund shares in Q1 2022, an estimated $16K.
  • AHL Investment Management first reported a position in First Trust Morningstar Dividend Leaders Index Fund in Q4 2021 and held it in 1 quarter.
  • AHL Investment Management's First Trust Morningstar Dividend Leaders Index Fund position peaked at $16K in Q4 2021.
  • 239 funds tracked by Wall St. Rank held First Trust Morningstar Dividend Leaders Index Fund as of Q1 2022.

Based on AHL Investment Management's 13F filing for Q1 2022, filed 28 Apr 2022.