Chevy Chase Trust
FDL icon

Chevy Chase Trust’s First Trust Morningstar Dividend Leaders Index Fund FDL Stock Holding History

Chevy Chase Trust’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
Q1 		– Sell
-1,322
Closed -$43K – 756
2019
Q4 		$43K Buy
+1,322
New +$42.1K ﹤0.01% 849

Other funds holding FDL

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
Osaic Holdings
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
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Chevy Chase Trust's FDL Position: Q1 2020 in Review

Chevy Chase Trust sold out of First Trust Morningstar Dividend Leaders Index Fund (FDL) in Q1 2020, closing a stake of 1,322 shares — an estimated $43K sold.

Chevy Chase Trust first reported a position in FDL in Q4 2019 and held it in 1 quarter. The position peaked at $43K in Q4 2019. 175 funds tracked by Wall St. Rank hold FDL as of Q1 2020.

  • Chevy Chase Trust reported no remaining First Trust Morningstar Dividend Leaders Index Fund position as of Q1 2020 after selling out during the quarter.
  • Chevy Chase Trust sold 1,322 First Trust Morningstar Dividend Leaders Index Fund shares in Q1 2020, an estimated $43K.
  • Chevy Chase Trust first reported a position in First Trust Morningstar Dividend Leaders Index Fund in Q4 2019 and held it in 1 quarter.
  • Chevy Chase Trust's First Trust Morningstar Dividend Leaders Index Fund position peaked at $43K in Q4 2019.
  • 175 funds tracked by Wall St. Rank held First Trust Morningstar Dividend Leaders Index Fund as of Q1 2020.

Based on Chevy Chase Trust's 13F filing for Q1 2020, filed 13 May 2020.