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

Arlington 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
2020
Q4 		– Sell
-2,990
Closed -$78K – 230
2020
Q3 		$78K Sell
2,990
-680
-19% -$18K 0.04% 86
2020
Q2 		$93K Hold
3,670
– – 0.05% 84
2020
Q1 		$82K Buy
+3,670
New +$106K 0.04% 102

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LPL Financial
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Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

Arlington Partners's FDL Position: Q4 2020 in Review

Arlington Partners sold out of First Trust Morningstar Dividend Leaders Index Fund (FDL) in Q4 2020, closing a stake of 2,990 shares — an estimated $78K sold.

Arlington Partners first reported a position in FDL in Q1 2020 and held it in 3 quarters. The position peaked at $93K in Q2 2020. 190 funds tracked by Wall St. Rank hold FDL as of Q4 2020.

  • Arlington Partners reported no remaining First Trust Morningstar Dividend Leaders Index Fund position as of Q4 2020 after selling out during the quarter.
  • Arlington Partners sold 2,990 First Trust Morningstar Dividend Leaders Index Fund shares in Q4 2020, an estimated $78K.
  • Arlington Partners first reported a position in First Trust Morningstar Dividend Leaders Index Fund in Q1 2020 and held it in 3 quarters.
  • Arlington Partners's First Trust Morningstar Dividend Leaders Index Fund position peaked at $93K in Q2 2020.
  • 190 funds tracked by Wall St. Rank held First Trust Morningstar Dividend Leaders Index Fund as of Q4 2020.

Based on Arlington Partners's 13F filing for Q4 2020, filed 13 Jan 2021.