Certified Advisory Corp’s First Trust Morningstar Dividend Leaders Index Fund FDL Stock Holding History

Certified Advisory Corp’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 Q2	–	Sell	-68	Closed	-$2K	–	772
2020 Q1	$2K	Hold	68	–	–	﹤0.01%	693
2019 Q4	$2K	Hold	68	–	–	﹤0.01%	726
2019 Q3	$2K	Hold	68	–	–	﹤0.01%	731
2019 Q2	$2K	Hold	68	–	–	﹤0.01%	743
2019 Q1	$2K	Hold	68	–	–	﹤0.01%	689
2018 Q4	$2K	Hold	68	–	–	﹤0.01%	685
2018 Q3	$2K	Hold	68	–	–	﹤0.01%	714
2018 Q2	$2K	Hold	68	–	–	﹤0.01%	699
2018 Q1	$1K	Hold	68	–	–	﹤0.01%	697
2017 Q4	$2K	Buy	+68	New	+$2K	﹤0.01%	640

Other funds holding FDL

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Raymond James Financial Services Advisors St. Petersburg, Florida $75B AUM 31.89% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Truist Financial

Truist Financial Charlotte, North Carolina $74.1B AUM 21.09% 1-Year Est. Return

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