BWA
FDL icon

BDO Wealth Advisors’s First Trust Morningstar Dividend Leaders Index Fund FDL Stock Holding History

BDO Wealth Advisors’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
2021
Q2 		– Sell
-218
Closed -$7K – 1142
2021
Q1 		$7K Buy
+218
New +$6.76K ﹤0.01% 794

Other funds holding FDL

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

BDO Wealth Advisors's FDL Position: Q2 2021 in Review

BDO Wealth Advisors sold out of First Trust Morningstar Dividend Leaders Index Fund (FDL) in Q2 2021, closing a stake of 218 shares — an estimated $7K sold.

BDO Wealth Advisors first reported a position in FDL in Q1 2021 and held it in 1 quarter. The position peaked at $7K in Q1 2021. 205 funds tracked by Wall St. Rank hold FDL as of Q2 2021.

  • BDO Wealth Advisors reported no remaining First Trust Morningstar Dividend Leaders Index Fund position as of Q2 2021 after selling out during the quarter.
  • BDO Wealth Advisors sold 218 First Trust Morningstar Dividend Leaders Index Fund shares in Q2 2021, an estimated $7K.
  • BDO Wealth Advisors first reported a position in First Trust Morningstar Dividend Leaders Index Fund in Q1 2021 and held it in 1 quarter.
  • BDO Wealth Advisors's First Trust Morningstar Dividend Leaders Index Fund position peaked at $7K in Q1 2021.
  • 205 funds tracked by Wall St. Rank held First Trust Morningstar Dividend Leaders Index Fund as of Q2 2021.

Based on BDO Wealth Advisors's 13F filing for Q2 2021, filed 3 Sep 2021.