CP
FDL icon

Castleview Partners’s First Trust Morningstar Dividend Leaders Index Fund FDL Stock Holding History

Castleview Partners’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
Q3 		– Sell
-101
Closed -$3.83K – 669
2024
Q2 		$3.83K Hold
101
– – ﹤0.01% 657
2024
Q1 		$3.89K Sell
101
-193
-66% -$7.07K ﹤0.01% 670
2023
Q4 		$10.5K Buy
294
+22
+8% +$745 0.01% 511
2023
Q3 		$9.1K Buy
272
+68
+33% +$2.36K 0.01% 434
2023
Q2 		$6.94K Hold
204
– – 0.01% 468
2023
Q1 		$7.24K Buy
204
+106
+108% +$3.88K 0.01% 459
2022
Q4 		$3.58K Buy
98
+36
+58% +$1.3K ﹤0.01% 473
2022
Q3 		$2K Buy
+62
New +$2.21K ﹤0.01% 526

Other funds holding FDL

LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75B AUM 31.89% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
CAG
Csenge Advisory Group Clearwater, Florida $2.18B AUM 16.73% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
RW
Rockport Wealth Fairview Park, Ohio $549M AUM 22.95% 1-Year Est. Return