Bulltick Wealth Management’s First Trust Morningstar Dividend Leaders Index Fund FDL Stock Holding History

Bulltick Wealth Management’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
2024 Q1	–	Sell	-174,425	Closed	-$6.26M	–	112
2023 Q4	$6.26M	Sell	174,425 -4,985	-3%	-$169K	1.43%	29
2023 Q3	$6M	Sell	179,410 -8,000	-4%	-$277K	1.49%	30
2023 Q2	$6.37M	Sell	187,410 -825	-0.4%	-$28.6K	1.5%	29
2023 Q1	$6.68M	Hold	188,235	–	–	1.76%	23
2022 Q4	$6.88M	Sell	188,235 -2,095	-1%	-$75.5K	1.97%	23
2022 Q3	$6.12M	Hold	190,330	–	–	1.84%	23
2022 Q2	$6.7M	Buy	+190,330	New	+$7.12M	1.83%	20

Other funds holding FDL

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

Cetera Investment Advisers

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return

Raymond James Financial Services Advisors St. Petersburg, Florida $75B AUM 31.89% 1-Year Est. Return

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Csenge Advisory Group Clearwater, Florida $2.18B AUM 16.73% 1-Year Est. Return