Buckingham Strategic Wealth’s First Trust Morningstar Dividend Leaders Index Fund FDL Stock Holding History

Buckingham Strategic Wealth’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
2020 Q1	–	Sell	-8,242	Closed	-$269K	–	484
2019 Q4	$269K	Hold	8,242	–	–	0.03%	381
2019 Q3	$256K	Hold	8,242	–	–	0.03%	357
2019 Q2	$253K	Hold	8,242	–	–	0.03%	372
2019 Q1	$249K	Hold	8,242	–	–	0.03%	344
2018 Q4	$225K	Buy	+8,242	New	+$239K	0.03%	309

Other funds holding FDL

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

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

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

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

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

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

RJFSA

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

Buckingham Strategic Wealth's FDL Position: Q1 2020 in Review

Buckingham Strategic Wealth sold out of First Trust Morningstar Dividend Leaders Index Fund (FDL) in Q1 2020, closing a stake of 8,242 shares — an estimated $269K sold.

Buckingham Strategic Wealth first reported a position in FDL in Q4 2018 and held it in 5 quarters. The position peaked at $269K in Q4 2019. 175 funds tracked by Wall St. Rank hold FDL as of Q1 2020.

Buckingham Strategic Wealth reported no remaining First Trust Morningstar Dividend Leaders Index Fund position as of Q1 2020 after selling out during the quarter.
Buckingham Strategic Wealth sold 8,242 First Trust Morningstar Dividend Leaders Index Fund shares in Q1 2020, an estimated $269K.
Buckingham Strategic Wealth first reported a position in First Trust Morningstar Dividend Leaders Index Fund in Q4 2018 and held it in 5 quarters.
Buckingham Strategic Wealth's First Trust Morningstar Dividend Leaders Index Fund position peaked at $269K in Q4 2019.
175 funds tracked by Wall St. Rank held First Trust Morningstar Dividend Leaders Index Fund as of Q1 2020.

Based on Buckingham Strategic Wealth's 13F filing for Q1 2020, filed 7 May 2020.