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Bleakley Financial Group’s First Trust Morningstar Dividend Leaders Index Fund FDL Stock Holding History

Bleakley Financial Group’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
Q2 		– Sell
-12,829
Closed -$455K – 942
2023
Q1 		$455K Buy
+12,829
New +$469K 0.02% 592

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
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
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 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
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Bleakley Financial Group's FDL Position: Q2 2023 in Review

Bleakley Financial Group sold out of First Trust Morningstar Dividend Leaders Index Fund (FDL) in Q2 2023, closing a stake of 12,829 shares — an estimated $455K sold.

Bleakley Financial Group first reported a position in FDL in Q1 2023 and held it in 1 quarter. The position peaked at $455K in Q1 2023. 347 funds tracked by Wall St. Rank hold FDL as of Q2 2023.

  • Bleakley Financial Group reported no remaining First Trust Morningstar Dividend Leaders Index Fund position as of Q2 2023 after selling out during the quarter.
  • Bleakley Financial Group sold 12,829 First Trust Morningstar Dividend Leaders Index Fund shares in Q2 2023, an estimated $455K.
  • Bleakley Financial Group first reported a position in First Trust Morningstar Dividend Leaders Index Fund in Q1 2023 and held it in 1 quarter.
  • Bleakley Financial Group's First Trust Morningstar Dividend Leaders Index Fund position peaked at $455K in Q1 2023.
  • 347 funds tracked by Wall St. Rank held First Trust Morningstar Dividend Leaders Index Fund as of Q2 2023.

Based on Bleakley Financial Group's 13F filing for Q2 2023, filed 14 Aug 2023.