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Balboa Wealth Partners’s First Trust Morningstar Dividend Leaders Index Fund FDL Stock Holding History

Balboa Wealth Partners’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
Q1 		– Sell
-12,554
Closed -$459K – 307
2022
Q4 		$459K Buy
+12,554
New +$452K 0.21% 111

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
M1FG
Mach-1 Financial Group Rogers, Arkansas $284M AUM 20.71% 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
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Balboa Wealth Partners's FDL Position: Q1 2023 in Review

Balboa Wealth Partners sold out of First Trust Morningstar Dividend Leaders Index Fund (FDL) in Q1 2023, closing a stake of 12,554 shares — an estimated $459K sold.

Balboa Wealth Partners first reported a position in FDL in Q4 2022 and held it in 1 quarter. The position peaked at $459K in Q4 2022. 357 funds tracked by Wall St. Rank hold FDL as of Q1 2023.

  • Balboa Wealth Partners reported no remaining First Trust Morningstar Dividend Leaders Index Fund position as of Q1 2023 after selling out during the quarter.
  • Balboa Wealth Partners sold 12,554 First Trust Morningstar Dividend Leaders Index Fund shares in Q1 2023, an estimated $459K.
  • Balboa Wealth Partners first reported a position in First Trust Morningstar Dividend Leaders Index Fund in Q4 2022 and held it in 1 quarter.
  • Balboa Wealth Partners's First Trust Morningstar Dividend Leaders Index Fund position peaked at $459K in Q4 2022.
  • 357 funds tracked by Wall St. Rank held First Trust Morningstar Dividend Leaders Index Fund as of Q1 2023.

Based on Balboa Wealth Partners's 13F filing for Q1 2023, filed 12 May 2023.