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Aurora Private Wealth’s First Trust Morningstar Dividend Leaders Index Fund FDL Stock Holding History

Aurora Private Wealth’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
2021
Q4 		– Sell
-7,300
Closed -$239K – 214
2021
Q3 		$239K Sell
7,300
-200
-3% -$6.7K 0.1% 185
2021
Q2 		$249K Hold
7,500
– – 0.1% 169
2021
Q1 		$245K Buy
+7,500
New +$233K 0.1% 172

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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 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
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Aurora Private Wealth's FDL Position: Q4 2021 in Review

Aurora Private Wealth sold out of First Trust Morningstar Dividend Leaders Index Fund (FDL) in Q4 2021, closing a stake of 7,300 shares — an estimated $239K sold.

Aurora Private Wealth first reported a position in FDL in Q1 2021 and held it in 3 quarters. The position peaked at $249K in Q2 2021. 217 funds tracked by Wall St. Rank hold FDL as of Q4 2021.

  • Aurora Private Wealth reported no remaining First Trust Morningstar Dividend Leaders Index Fund position as of Q4 2021 after selling out during the quarter.
  • Aurora Private Wealth sold 7,300 First Trust Morningstar Dividend Leaders Index Fund shares in Q4 2021, an estimated $239K.
  • Aurora Private Wealth first reported a position in First Trust Morningstar Dividend Leaders Index Fund in Q1 2021 and held it in 3 quarters.
  • Aurora Private Wealth's First Trust Morningstar Dividend Leaders Index Fund position peaked at $249K in Q2 2021.
  • 217 funds tracked by Wall St. Rank held First Trust Morningstar Dividend Leaders Index Fund as of Q4 2021.

Based on Aurora Private Wealth's 13F filing for Q4 2021, filed 2 Feb 2022.