Antonetti Capital Management’s First Trust Morningstar Dividend Leaders Index Fund FDL Stock Holding History

Antonetti Capital 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	-1,145	Closed	-$41K	–	370
2021 Q4	$41K	Sell	1,145 -351	-23%	-$12K	0.03%	179
2021 Q3	$49K	Buy	+1,496	New	+$50.1K	0.04%	155

Other funds holding FDL

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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 Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return

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

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

Antonetti Capital Management's FDL Position: Q1 2022 in Review

Antonetti Capital Management sold out of First Trust Morningstar Dividend Leaders Index Fund (FDL) in Q1 2022, closing a stake of 1,145 shares — an estimated $41K sold.

Antonetti Capital Management first reported a position in FDL in Q3 2021 and held it in 2 quarters. The position peaked at $49K in Q3 2021. 239 funds tracked by Wall St. Rank hold FDL as of Q1 2022.

Antonetti Capital Management reported no remaining First Trust Morningstar Dividend Leaders Index Fund position as of Q1 2022 after selling out during the quarter.
Antonetti Capital Management sold 1,145 First Trust Morningstar Dividend Leaders Index Fund shares in Q1 2022, an estimated $41K.
Antonetti Capital Management first reported a position in First Trust Morningstar Dividend Leaders Index Fund in Q3 2021 and held it in 2 quarters.
Antonetti Capital Management's First Trust Morningstar Dividend Leaders Index Fund position peaked at $49K in Q3 2021.
239 funds tracked by Wall St. Rank held First Trust Morningstar Dividend Leaders Index Fund as of Q1 2022.

Based on Antonetti Capital Management's 13F filing for Q1 2022, filed 12 May 2022.