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Ashton Thomas Securities’s First Trust Morningstar Dividend Leaders Index Fund FDL Stock Holding History

Ashton Thomas Securities’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
2024
Q4 		– Sell
-285
Closed -$12K – 561
2024
Q3 		$12K Buy
+285
New +$11.5K ﹤0.01% 767

Other funds holding FDL

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
RW
Rockport Wealth Fairview Park, Ohio $549M AUM 22.95% 1-Year Est. Return

Ashton Thomas Securities's FDL Position: Q4 2024 in Review

Ashton Thomas Securities sold out of First Trust Morningstar Dividend Leaders Index Fund (FDL) in Q4 2024, closing a stake of 285 shares — an estimated $12K sold.

Ashton Thomas Securities first reported a position in FDL in Q3 2024 and held it in 1 quarter. The position peaked at $12K in Q3 2024. 405 funds tracked by Wall St. Rank hold FDL as of Q4 2024.

  • Ashton Thomas Securities reported no remaining First Trust Morningstar Dividend Leaders Index Fund position as of Q4 2024 after selling out during the quarter.
  • Ashton Thomas Securities sold 285 First Trust Morningstar Dividend Leaders Index Fund shares in Q4 2024, an estimated $12K.
  • Ashton Thomas Securities first reported a position in First Trust Morningstar Dividend Leaders Index Fund in Q3 2024 and held it in 1 quarter.
  • Ashton Thomas Securities's First Trust Morningstar Dividend Leaders Index Fund position peaked at $12K in Q3 2024.
  • 405 funds tracked by Wall St. Rank held First Trust Morningstar Dividend Leaders Index Fund as of Q4 2024.

Based on Ashton Thomas Securities's 13F filing for Q4 2024, filed 11 Feb 2025.