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

Avestar Capital’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
2023 Q2	–	Sell	-142,554	Closed	-$5.06M	–	348
2023 Q1	$5.06M	Buy	142,554 +5,007	+4%	+$183K	0.9%	30
2022 Q4	$5.03M	Buy	137,547 +5,700	+4%	+$205K	0.91%	30
2022 Q3	$4.24M	Buy	131,847 +4,824	+4%	+$172K	1.08%	26
2022 Q2	$4.47M	Buy	+127,023	New	+$4.75M	1.1%	25

Other funds holding FDL

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

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

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Avestar Capital's FDL Position: Q2 2023 in Review

Avestar Capital sold out of First Trust Morningstar Dividend Leaders Index Fund (FDL) in Q2 2023, closing a stake of 142,554 shares — an estimated $5.06M sold.

Avestar Capital first reported a position in FDL in Q2 2022 and held it in 4 quarters. The position peaked at $5.06M in Q1 2023. 346 funds tracked by Wall St. Rank hold FDL as of Q2 2023.

Avestar Capital reported no remaining First Trust Morningstar Dividend Leaders Index Fund position as of Q2 2023 after selling out during the quarter.
Avestar Capital sold 142,554 First Trust Morningstar Dividend Leaders Index Fund shares in Q2 2023, an estimated $5.06M.
Avestar Capital first reported a position in First Trust Morningstar Dividend Leaders Index Fund in Q2 2022 and held it in 4 quarters.
Avestar Capital's First Trust Morningstar Dividend Leaders Index Fund position peaked at $5.06M in Q1 2023.
346 funds tracked by Wall St. Rank held First Trust Morningstar Dividend Leaders Index Fund as of Q2 2023.

Based on Avestar Capital's 13F filing for Q2 2023, filed 2 Aug 2023.