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Beck Bode LLC’s First Trust Morningstar Dividend Leaders Index Fund FDL Stock Holding History

Beck Bode LLC’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
Q3 		– Sell
-350
Closed -$12K – 157
2021
Q2 		$12K Buy
+350
New +$11.9K ﹤0.01% 213
2020
Q4 		– Sell
-350
Closed -$9K – 109
2020
Q3 		$9K Buy
+350
New +$9.27K ﹤0.01% 215

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
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
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Beck Bode LLC's FDL Position: Q3 2021 in Review

Beck Bode LLC sold out of First Trust Morningstar Dividend Leaders Index Fund (FDL) in Q3 2021, closing a stake of 350 shares — an estimated $12K sold.

Beck Bode LLC first reported a position in FDL in Q3 2020 and held it in 2 quarters. The position peaked at $12K in Q2 2021. 206 funds tracked by Wall St. Rank hold FDL as of Q3 2021.

  • Beck Bode LLC reported no remaining First Trust Morningstar Dividend Leaders Index Fund position as of Q3 2021 after selling out during the quarter.
  • Beck Bode LLC sold 350 First Trust Morningstar Dividend Leaders Index Fund shares in Q3 2021, an estimated $12K.
  • Beck Bode LLC first reported a position in First Trust Morningstar Dividend Leaders Index Fund in Q3 2020 and held it in 2 quarters.
  • Beck Bode LLC's First Trust Morningstar Dividend Leaders Index Fund position peaked at $12K in Q2 2021.
  • 206 funds tracked by Wall St. Rank held First Trust Morningstar Dividend Leaders Index Fund as of Q3 2021.

Based on Beck Bode LLC's 13F filing for Q3 2021, filed 22 Oct 2021.