BRWM
FDL icon

B. Riley Wealth Management’s First Trust Morningstar Dividend Leaders Index Fund FDL Stock Holding History

B. Riley Wealth Management’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
Q3 		– Sell
-8,267
Closed -$210K – 448
2020
Q2 		$210K Sell
8,267
-1,279
-13% -$31.8K 0.02% 365
2020
Q1 		$213K Sell
9,546
-834
-8% -$24K 0.02% 422
2019
Q4 		$338K Sell
10,380
-103
-1% -$3.28K 0.05% 270
2019
Q3 		$325K Buy
10,483
+1,135
+12% +$34.7K 0.06% 259
2019
Q2 		$286 Sell
9,348
-1,262
-12% -$38.1K 0.04% 288
2019
Q1 		$320K Sell
10,610
-172
-2% -$4.99K 0.06% 265
2018
Q4 		$294K Hold
10,782
– – 0.06% 246
2018
Q3 		$321K Buy
+10,782
New +$317K 0.08% 209
2016
Q1 		$1.43M Buy
+55,812
New +$1.35M 2.14% 9

Other funds holding FDL

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Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return