CWC
FDL icon

Carolinas Wealth Consulting’s First Trust Morningstar Dividend Leaders Index Fund FDL Stock Holding History

Carolinas Wealth Consulting’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
Q4 		– Sell
-1,985
Closed -$52K – 914
2020
Q3 		$52K Buy
1,985
+22
+1% +$583 0.02% 274
2020
Q2 		$50K Buy
+1,963
New +$48.9K 0.02% 202

Other funds holding FDL

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

Carolinas Wealth Consulting's FDL Position: Q4 2020 in Review

Carolinas Wealth Consulting sold out of First Trust Morningstar Dividend Leaders Index Fund (FDL) in Q4 2020, closing a stake of 1,985 shares — an estimated $52K sold.

Carolinas Wealth Consulting first reported a position in FDL in Q2 2020 and held it in 2 quarters. The position peaked at $52K in Q3 2020. 190 funds tracked by Wall St. Rank hold FDL as of Q4 2020.

  • Carolinas Wealth Consulting reported no remaining First Trust Morningstar Dividend Leaders Index Fund position as of Q4 2020 after selling out during the quarter.
  • Carolinas Wealth Consulting sold 1,985 First Trust Morningstar Dividend Leaders Index Fund shares in Q4 2020, an estimated $52K.
  • Carolinas Wealth Consulting first reported a position in First Trust Morningstar Dividend Leaders Index Fund in Q2 2020 and held it in 2 quarters.
  • Carolinas Wealth Consulting's First Trust Morningstar Dividend Leaders Index Fund position peaked at $52K in Q3 2020.
  • 190 funds tracked by Wall St. Rank held First Trust Morningstar Dividend Leaders Index Fund as of Q4 2020.

Based on Carolinas Wealth Consulting's 13F filing for Q4 2020, filed 16 Feb 2021.