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	1.42%	29
2023 Q3	$6M	Sell	179,410 -8,000	-4%	-$277K	1.44%	30
2023 Q2	$6.37M	Sell	187,410 -825	-0.4%	-$28.6K	1.42%	29
2023 Q1	$6.68M	Hold	188,235	–	–	1.73%	23
2022 Q4	$6.88M	Sell	188,235 -2,095	-1%	-$75.5K	1.95%	23
2022 Q3	$6.12M	Hold	190,330	–	–	1.83%	23
2022 Q2	$6.7M	Buy	+190,330	New	+$7.12M	1.79%	20

Other funds holding FDL

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

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

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

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

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

RJFSA

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

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

CAG

Csenge Advisory Group Clearwater, Florida $2.47B AUM 24.93% 1-Year Est. Return

Bulltick Wealth Management's FDL Position: Q1 2024 in Review

Bulltick Wealth Management sold out of First Trust Morningstar Dividend Leaders Index Fund (FDL) in Q1 2024, closing a stake of 174,425 shares — an estimated $6.26M sold.

Bulltick Wealth Management first reported a position in FDL in Q2 2022 and held it in 7 quarters. The position peaked at $6.88M in Q4 2022. 363 funds tracked by Wall St. Rank hold FDL as of Q1 2024.

Bulltick Wealth Management reported no remaining First Trust Morningstar Dividend Leaders Index Fund position as of Q1 2024 after selling out during the quarter.
Bulltick Wealth Management sold 174,425 First Trust Morningstar Dividend Leaders Index Fund shares in Q1 2024, an estimated $6.26M.
Bulltick Wealth Management first reported a position in First Trust Morningstar Dividend Leaders Index Fund in Q2 2022 and held it in 7 quarters.
Bulltick Wealth Management's First Trust Morningstar Dividend Leaders Index Fund position peaked at $6.88M in Q4 2022.
363 funds tracked by Wall St. Rank held First Trust Morningstar Dividend Leaders Index Fund as of Q1 2024.

Based on Bulltick Wealth Management's 13F filing for Q1 2024, filed 15 May 2024.