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

Baldwin 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
2024
Q4 		– Sell
-220
Closed -$9.23K – 512
2024
Q3 		$9.23K Hold
220
– – ﹤0.01% 806
2024
Q2 		$8.35K Hold
220
– – ﹤0.01% 554
2024
Q1 		$8.47K Hold
220
– – ﹤0.01% 567
2023
Q4 		$7.89K Buy
+220
New +$7.45K ﹤0.01% 594

Other funds holding FDL

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
RW
Rockport Wealth Fairview Park, Ohio $595M AUM 23.65% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Baldwin Wealth Partners's FDL Position: Q4 2024 in Review

Baldwin Wealth Partners sold out of First Trust Morningstar Dividend Leaders Index Fund (FDL) in Q4 2024, closing a stake of 220 shares — an estimated $9.23K sold.

Baldwin Wealth Partners first reported a position in FDL in Q4 2023 and held it in 4 quarters. The position peaked at $9.23K in Q3 2024. 405 funds tracked by Wall St. Rank hold FDL as of Q4 2024.

  • Baldwin Wealth Partners reported no remaining First Trust Morningstar Dividend Leaders Index Fund position as of Q4 2024 after selling out during the quarter.
  • Baldwin Wealth Partners sold 220 First Trust Morningstar Dividend Leaders Index Fund shares in Q4 2024, an estimated $9.23K.
  • Baldwin Wealth Partners first reported a position in First Trust Morningstar Dividend Leaders Index Fund in Q4 2023 and held it in 4 quarters.
  • Baldwin Wealth Partners's First Trust Morningstar Dividend Leaders Index Fund position peaked at $9.23K in Q3 2024.
  • 405 funds tracked by Wall St. Rank held First Trust Morningstar Dividend Leaders Index Fund as of Q4 2024.

Based on Baldwin Wealth Partners's 13F filing for Q4 2024, filed 22 Jan 2025.