Andrew C. Karlinski’s First Trust Morningstar Dividend Leaders Index Fund FDL Stock Holding History

Andrew C. Karlinski’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	-104	Closed	-$3K	–	69
2022 Q3	$3K	Hold	104	–	–	﹤0.01%	204
2022 Q2	$4K	Hold	104	–	–	0.01%	211
2022 Q1	$4K	Buy	+104	New	+$3.79K	0.01%	215

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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 Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

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

Andrew C. Karlinski's FDL Position: Q4 2022 in Review

Andrew C. Karlinski sold out of First Trust Morningstar Dividend Leaders Index Fund (FDL) in Q4 2022, closing a stake of 104 shares — an estimated $3K sold.

Andrew C. Karlinski first reported a position in FDL in Q1 2022 and held it in 3 quarters. The position peaked at $4K in Q2 2022. 358 funds tracked by Wall St. Rank hold FDL as of Q4 2022.

Andrew C. Karlinski reported no remaining First Trust Morningstar Dividend Leaders Index Fund position as of Q4 2022 after selling out during the quarter.
Andrew C. Karlinski sold 104 First Trust Morningstar Dividend Leaders Index Fund shares in Q4 2022, an estimated $3K.
Andrew C. Karlinski first reported a position in First Trust Morningstar Dividend Leaders Index Fund in Q1 2022 and held it in 3 quarters.
Andrew C. Karlinski's First Trust Morningstar Dividend Leaders Index Fund position peaked at $4K in Q2 2022.
358 funds tracked by Wall St. Rank held First Trust Morningstar Dividend Leaders Index Fund as of Q4 2022.

Based on Andrew C. Karlinski's 13F filing for Q4 2022.