Cedar Brook Financial Partners’s First Trust Morningstar Dividend Leaders Index Fund FDL Stock Holding History

Cedar Brook Financial 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 Q2	–	Sell	-6,006	Closed	-$231K	–	139
2024 Q1	$231K	Buy	6,006 +19	+0.3%	+$696	0.05%	378
2023 Q4	$215K	Buy	+5,987	New	+$203K	0.05%	372
2023 Q3	–	Sell	-7,322	Closed	-$249K	–	389
2023 Q2	$249K	Buy	+7,322	New	+$254K	0.06%	327

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 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

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

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

CAG

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

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

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

Cedar Brook Financial Partners's FDL Position: Q2 2024 in Review

Cedar Brook Financial Partners sold out of First Trust Morningstar Dividend Leaders Index Fund (FDL) in Q2 2024, closing a stake of 6,006 shares — an estimated $231K sold.

Cedar Brook Financial Partners first reported a position in FDL in Q2 2023 and held it in 3 quarters. The position peaked at $249K in Q2 2023. 354 funds tracked by Wall St. Rank hold FDL as of Q2 2024.

Cedar Brook Financial Partners reported no remaining First Trust Morningstar Dividend Leaders Index Fund position as of Q2 2024 after selling out during the quarter.
Cedar Brook Financial Partners sold 6,006 First Trust Morningstar Dividend Leaders Index Fund shares in Q2 2024, an estimated $231K.
Cedar Brook Financial Partners first reported a position in First Trust Morningstar Dividend Leaders Index Fund in Q2 2023 and held it in 3 quarters.
Cedar Brook Financial Partners's First Trust Morningstar Dividend Leaders Index Fund position peaked at $249K in Q2 2023.
354 funds tracked by Wall St. Rank held First Trust Morningstar Dividend Leaders Index Fund as of Q2 2024.

Based on Cedar Brook Financial Partners's 13F filing for Q2 2024, filed 15 Jul 2024.