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Almanack Investment Partners’s First Trust Morningstar Dividend Leaders Index Fund FDL Stock Holding History

Almanack Investment Partners’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
Q4 		– Sell
-1,233
Closed -$40K – 503
2022
Q3 		$40K Sell
1,233
-6,873
-85% -$245K 0.01% 295
2022
Q2 		$285K Buy
+8,106
New +$303K 0.03% 334

Other funds holding FDL

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 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
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Almanack Investment Partners's FDL Position: Q4 2022 in Review

Almanack Investment Partners sold out of First Trust Morningstar Dividend Leaders Index Fund (FDL) in Q4 2022, closing a stake of 1,233 shares — an estimated $40K sold.

Almanack Investment Partners first reported a position in FDL in Q2 2022 and held it in 2 quarters. The position peaked at $285K in Q2 2022. 358 funds tracked by Wall St. Rank hold FDL as of Q4 2022.

  • Almanack Investment Partners reported no remaining First Trust Morningstar Dividend Leaders Index Fund position as of Q4 2022 after selling out during the quarter.
  • Almanack Investment Partners sold 1,233 First Trust Morningstar Dividend Leaders Index Fund shares in Q4 2022, an estimated $40K.
  • Almanack Investment Partners first reported a position in First Trust Morningstar Dividend Leaders Index Fund in Q2 2022 and held it in 2 quarters.
  • Almanack Investment Partners's First Trust Morningstar Dividend Leaders Index Fund position peaked at $285K in Q2 2022.
  • 358 funds tracked by Wall St. Rank held First Trust Morningstar Dividend Leaders Index Fund as of Q4 2022.

Based on Almanack Investment Partners's 13F filing for Q4 2022, filed 9 Feb 2023.