Baystate Wealth Management’s First Trust Morningstar Dividend Leaders Index Fund FDL Stock Holding History

Baystate 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
2023 Q4	$3.68K	Sell	102 -59	-37%	-$2K	﹤0.01%	949
2023 Q3	$5.41K	Buy	+161	New	+$5.58K	﹤0.01%	675

Other funds holding FDL

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

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

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

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

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

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

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

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

CAG

Csenge Advisory Group Clearwater, Florida $2.18B AUM 16.73% 1-Year Est. Return

Baystate Wealth Management's FDL Position: Q4 2023 in Review

Baystate Wealth Management reduced its First Trust Morningstar Dividend Leaders Index Fund (FDL) stake by 37% in Q4 2023, selling an estimated $2K and leaving 102 shares worth $3.68K. The position accounts for ﹤0.01% of the portfolio, ranked #949.

Baystate Wealth Management first reported a position in FDL in Q3 2023 and has held it in 2 quarters since. The position peaked at $5.41K in Q3 2023. 361 funds tracked by Wall St. Rank hold FDL as of Q4 2023.

Baystate Wealth Management held 102 shares of First Trust Morningstar Dividend Leaders Index Fund worth $3.68K as of Q4 2023.
Baystate Wealth Management sold 59 First Trust Morningstar Dividend Leaders Index Fund shares in Q4 2023, an estimated $2K.
First Trust Morningstar Dividend Leaders Index Fund made up ﹤0.01% of Baystate Wealth Management's portfolio in Q4 2023, its #949 holding.
Baystate Wealth Management first reported a position in First Trust Morningstar Dividend Leaders Index Fund in Q3 2023 and has held it in 2 quarters since.
Baystate Wealth Management's First Trust Morningstar Dividend Leaders Index Fund position peaked at $5.41K in Q3 2023.
361 funds tracked by Wall St. Rank held First Trust Morningstar Dividend Leaders Index Fund as of Q4 2023.

Based on Baystate Wealth Management's 13F filing for Q4 2023, filed 29 Jan 2024.