AWAG
FDL icon

ARS Wealth Advisors Group’s First Trust Morningstar Dividend Leaders Index Fund FDL Stock Holding History

ARS Wealth Advisors Group’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 		– Sell
-7,123
Closed -$251K – 150
2022
Q2 		$251K Buy
+7,123
New +$267K 0.03% 135

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
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

ARS Wealth Advisors Group's FDL Position: Q3 2022 in Review

ARS Wealth Advisors Group sold out of First Trust Morningstar Dividend Leaders Index Fund (FDL) in Q3 2022, closing a stake of 7,123 shares — an estimated $251K sold.

ARS Wealth Advisors Group first reported a position in FDL in Q2 2022 and held it in 1 quarter. The position peaked at $251K in Q2 2022. 290 funds tracked by Wall St. Rank hold FDL as of Q3 2022.

  • ARS Wealth Advisors Group reported no remaining First Trust Morningstar Dividend Leaders Index Fund position as of Q3 2022 after selling out during the quarter.
  • ARS Wealth Advisors Group sold 7,123 First Trust Morningstar Dividend Leaders Index Fund shares in Q3 2022, an estimated $251K.
  • ARS Wealth Advisors Group first reported a position in First Trust Morningstar Dividend Leaders Index Fund in Q2 2022 and held it in 1 quarter.
  • ARS Wealth Advisors Group's First Trust Morningstar Dividend Leaders Index Fund position peaked at $251K in Q2 2022.
  • 290 funds tracked by Wall St. Rank held First Trust Morningstar Dividend Leaders Index Fund as of Q3 2022.

Based on ARS Wealth Advisors Group's 13F filing for Q3 2022, filed 8 Nov 2022.