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	–	770
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 $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

RJA

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

Certified Advisory Corp's FDL Position: Q2 2020 in Review

Certified Advisory Corp sold out of First Trust Morningstar Dividend Leaders Index Fund (FDL) in Q2 2020, closing a stake of 68 shares — an estimated $2K sold.

Certified Advisory Corp first reported a position in FDL in Q4 2017 and held it in 10 quarters. The position peaked at $2K in Q1 2020. 177 funds tracked by Wall St. Rank hold FDL as of Q2 2020.

Certified Advisory Corp reported no remaining First Trust Morningstar Dividend Leaders Index Fund position as of Q2 2020 after selling out during the quarter.
Certified Advisory Corp sold 68 First Trust Morningstar Dividend Leaders Index Fund shares in Q2 2020, an estimated $2K.
Certified Advisory Corp first reported a position in First Trust Morningstar Dividend Leaders Index Fund in Q4 2017 and held it in 10 quarters.
Certified Advisory Corp's First Trust Morningstar Dividend Leaders Index Fund position peaked at $2K in Q1 2020.
177 funds tracked by Wall St. Rank held First Trust Morningstar Dividend Leaders Index Fund as of Q2 2020.

Based on Certified Advisory Corp's 13F filing for Q2 2020, filed 27 Jul 2020.