Cahill Financial Advisors’s First Trust Morningstar Dividend Leaders Index Fund FDL Stock Holding History

Cahill Financial Advisors’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
2021 Q4	–	Sell	-1,183	Closed	-$39K	–	413
2021 Q3	$39K	Buy	+1,183	New	+$39.7K	0.01%	370
2019 Q2	–	Sell	-14,194	Closed	-$429K	–	155
2019 Q1	$429K	Buy	14,194 +62	+0.4%	+$1.8K	0.18%	104
2018 Q4	$385K	Sell	14,132 -1,356	-9%	-$39.4K	0.19%	106
2018 Q3	$462K	Sell	15,488 -1,617	-9%	-$47.6K	0.2%	100
2018 Q2	$490K	Sell	17,105 -179	-1%	-$5.1K	0.23%	100
2018 Q1	$488K	Sell	17,284 -6	-0%	-$176	0.23%	100
2017 Q4	$521K	Sell	17,290 -671	-4%	-$19.7K	0.26%	94
2017 Q3	$522K	Buy	17,961 +358	+2%	+$10.2K	0.28%	85
2017 Q2	$496K	Buy	17,603 +1,044	+6%	+$29.8K	0.27%	87
2017 Q1	$478K	Buy	16,559 +54	+0.3%	+$1.54K	0.28%	84
2016 Q4	$459K	Buy	16,505 +6,099	+59%	+$165K	0.28%	84
2016 Q3	$284K	Sell	10,406 -965	-8%	-$26.4K	0.18%	102
2016 Q2	$306K	Buy	11,371 +3,405	+43%	+$88.2K	0.21%	95
2016 Q1	$205K	Buy	+7,966	New	+$193K	0.15%	109

Other funds holding FDL

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

RJFSA

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

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

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

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

RJA

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

Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return

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

Cahill Financial Advisors's FDL Position: Q4 2021 in Review

Cahill Financial Advisors sold out of First Trust Morningstar Dividend Leaders Index Fund (FDL) in Q4 2021, closing a stake of 1,183 shares — an estimated $39K sold.

Cahill Financial Advisors first reported a position in FDL in Q1 2016 and held it in 14 quarters. The position peaked at $522K in Q3 2017. 217 funds tracked by Wall St. Rank hold FDL as of Q4 2021.

Cahill Financial Advisors reported no remaining First Trust Morningstar Dividend Leaders Index Fund position as of Q4 2021 after selling out during the quarter.
Cahill Financial Advisors sold 1,183 First Trust Morningstar Dividend Leaders Index Fund shares in Q4 2021, an estimated $39K.
Cahill Financial Advisors first reported a position in First Trust Morningstar Dividend Leaders Index Fund in Q1 2016 and held it in 14 quarters.
Cahill Financial Advisors's First Trust Morningstar Dividend Leaders Index Fund position peaked at $522K in Q3 2017.
217 funds tracked by Wall St. Rank held First Trust Morningstar Dividend Leaders Index Fund as of Q4 2021.

Based on Cahill Financial Advisors's 13F filing for Q4 2021, filed 11 Feb 2022.