Bedel Financial Consulting’s First Trust Morningstar Dividend Leaders Index Fund FDL Stock Holding History

Bedel Financial Consulting’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
2022 Q2	–	Sell	-4,328	Closed	-$162K	–	415
2022 Q1	$162K	Hold	4,328	–	–	0.05%	209
2021 Q4	$154K	Hold	4,328	–	–	0.05%	219
2021 Q3	$142K	Hold	4,328	–	–	0.05%	218
2021 Q2	$144K	Hold	4,328	–	–	0.05%	218
2021 Q1	$142K	Hold	4,328	–	–	0.05%	213
2020 Q4	$128K	Hold	4,328	–	–	0.06%	198
2020 Q3	$113K	Hold	4,328	–	–	0.06%	194
2020 Q2	$110K	Hold	4,328	–	–	0.06%	183
2020 Q1	$97K	Hold	4,328	–	–	0.06%	180
2019 Q4	$141K	Hold	4,328	–	–	0.08%	176
2019 Q3	$134K	Hold	4,328	–	–	0.08%	174
2019 Q2	$133K	Hold	4,328	–	–	0.08%	174
2019 Q1	$131K	Hold	4,328	–	–	0.08%	168
2018 Q4	$118K	Hold	4,328	–	–	0.08%	167
2018 Q3	$126K	Hold	4,328	–	–	0.08%	175
2018 Q2	$124K	Hold	4,328	–	–	0.09%	173
2018 Q1	$122K	Buy	+4,328	New	+$127K	0.09%	177

Other funds holding FDL

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

OCM

One Capital Management Westlake Village, California $3.6B AUM 16.02% 1-Year Est. Return

Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return

Bedel Financial Consulting's FDL Position: Q2 2022 in Review

Bedel Financial Consulting sold out of First Trust Morningstar Dividend Leaders Index Fund (FDL) in Q2 2022, closing a stake of 4,328 shares — an estimated $162K sold.

Bedel Financial Consulting first reported a position in FDL in Q1 2018 and held it in 17 quarters. The position peaked at $162K in Q1 2022. 285 funds tracked by Wall St. Rank hold FDL as of Q2 2022.

Bedel Financial Consulting reported no remaining First Trust Morningstar Dividend Leaders Index Fund position as of Q2 2022 after selling out during the quarter.
Bedel Financial Consulting sold 4,328 First Trust Morningstar Dividend Leaders Index Fund shares in Q2 2022, an estimated $162K.
Bedel Financial Consulting first reported a position in First Trust Morningstar Dividend Leaders Index Fund in Q1 2018 and held it in 17 quarters.
Bedel Financial Consulting's First Trust Morningstar Dividend Leaders Index Fund position peaked at $162K in Q1 2022.
285 funds tracked by Wall St. Rank held First Trust Morningstar Dividend Leaders Index Fund as of Q2 2022.

Based on Bedel Financial Consulting's 13F filing for Q2 2022, filed 4 Aug 2022.