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Chiron Capital Management’s First Trust Morningstar Dividend Leaders Index Fund FDL Stock Holding History

Chiron Capital Management’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
Q4 		– Sell
-800
Closed -$21K – 197
2020
Q3 		$21K Buy
+800
New +$21.2K 0.02% 223

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Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Chiron Capital Management's FDL Position: Q4 2020 in Review

Chiron Capital Management sold out of First Trust Morningstar Dividend Leaders Index Fund (FDL) in Q4 2020, closing a stake of 800 shares — an estimated $21K sold.

Chiron Capital Management first reported a position in FDL in Q3 2020 and held it in 1 quarter. The position peaked at $21K in Q3 2020. 190 funds tracked by Wall St. Rank hold FDL as of Q4 2020.

  • Chiron Capital Management reported no remaining First Trust Morningstar Dividend Leaders Index Fund position as of Q4 2020 after selling out during the quarter.
  • Chiron Capital Management sold 800 First Trust Morningstar Dividend Leaders Index Fund shares in Q4 2020, an estimated $21K.
  • Chiron Capital Management first reported a position in First Trust Morningstar Dividend Leaders Index Fund in Q3 2020 and held it in 1 quarter.
  • Chiron Capital Management's First Trust Morningstar Dividend Leaders Index Fund position peaked at $21K in Q3 2020.
  • 190 funds tracked by Wall St. Rank held First Trust Morningstar Dividend Leaders Index Fund as of Q4 2020.

Based on Chiron Capital Management's 13F filing for Q4 2020, filed 5 Mar 2021.