American Portfolios Advisors’s First Trust Morningstar Dividend Leaders Index Fund FDL Stock Holding History

American Portfolios 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	$705K	Buy	21,931 +8,814	+67%	+$315K	0.03%	533
2022 Q2	$462K	Buy	13,117 +2,243	+21%	+$84K	0.02%	696
2022 Q1	$407K	Sell	10,874 -837	-7%	-$30.5K	0.01%	836
2021 Q4	$416K	Sell	11,711 -288	-2%	-$9.82K	0.01%	829
2021 Q3	$393K	Buy	11,999 +108	+0.9%	+$3.62K	0.01%	819
2021 Q2	$395K	Buy	11,891 +3,046	+34%	+$103K	0.02%	823
2021 Q1	$289K	Buy	8,845 +2,519	+40%	+$78.1K	0.01%	881
2020 Q4	$187K	Buy	6,326 +354	+6%	+$10K	0.01%	903
2020 Q3	$156K	Sell	5,972 -1,457	-20%	-$38.6K	0.01%	900
2020 Q2	$188K	Buy	7,429 +836	+13%	+$20.8K	0.01%	756
2020 Q1	$147K	Buy	6,593 +306	+5%	+$8.82K	0.01%	753
2019 Q4	$205K	Sell	6,287 -1,089	-15%	-$34.7K	0.01%	739
2019 Q3	$229K	Buy	7,376 +421	+6%	+$12.9K	0.02%	664
2019 Q2	$213K	Buy	6,955 +435	+7%	+$13.1K	0.02%	692
2019 Q1	$197K	Buy	6,520 +636	+11%	+$18.4K	0.02%	647
2018 Q4	$160K	Buy	5,884 +1,048	+22%	+$30.4K	0.02%	586
2018 Q3	$144K	Buy	4,836 +70	+1%	+$2.06K	0.02%	692
2018 Q2	$136K	Buy	4,766 +235	+5%	+$6.69K	0.02%	694
2018 Q1	$128K	Buy	4,531 +97	+2%	+$2.85K	0.02%	669
2017 Q4	$133K	Buy	+4,434	New	+$130K	0.02%	638

Other funds holding FDL

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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 $109B AUM 21.36% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

RJA

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

American Portfolios Advisors's FDL Position: Q3 2022 in Review

American Portfolios Advisors increased its First Trust Morningstar Dividend Leaders Index Fund (FDL) stake by 67% in Q3 2022, buying an estimated $315K and bringing the position to 21,931 shares worth $705K. The position accounts for 0.03% of the portfolio, ranked #533.

American Portfolios Advisors first reported a position in FDL in Q4 2017 and has held it in 20 quarters since. 290 funds tracked by Wall St. Rank hold FDL as of Q3 2022.

American Portfolios Advisors held 21,931 shares of First Trust Morningstar Dividend Leaders Index Fund worth $705K as of Q3 2022.
American Portfolios Advisors bought 8,814 First Trust Morningstar Dividend Leaders Index Fund shares in Q3 2022, an estimated $315K.
First Trust Morningstar Dividend Leaders Index Fund made up 0.03% of American Portfolios Advisors's portfolio in Q3 2022, its #533 holding.
American Portfolios Advisors first reported a position in First Trust Morningstar Dividend Leaders Index Fund in Q4 2017 and has held it in 20 quarters since.
290 funds tracked by Wall St. Rank held First Trust Morningstar Dividend Leaders Index Fund as of Q3 2022.

Based on American Portfolios Advisors's 13F filing for Q3 2022, filed 17 Mar 2023.