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Clarity Financial’s First Trust Morningstar Dividend Leaders Index Fund FDL Stock Holding History

Clarity Financial’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
2021
Q2 		– Sell
-507,086
Closed -$507K – 124
2021
Q1 		$507K Buy
+507,086
New +$15.7M 0.1% 81

Other funds holding FDL

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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 $666B AUM 30.12% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Clarity Financial's FDL Position: Q2 2021 in Review

Clarity Financial sold out of First Trust Morningstar Dividend Leaders Index Fund (FDL) in Q2 2021, closing a stake of 507,086 shares — an estimated $507K sold.

Clarity Financial first reported a position in FDL in Q1 2021 and held it in 1 quarter. The position peaked at $507K in Q1 2021. 205 funds tracked by Wall St. Rank hold FDL as of Q2 2021.

  • Clarity Financial reported no remaining First Trust Morningstar Dividend Leaders Index Fund position as of Q2 2021 after selling out during the quarter.
  • Clarity Financial sold 507,086 First Trust Morningstar Dividend Leaders Index Fund shares in Q2 2021, an estimated $507K.
  • Clarity Financial first reported a position in First Trust Morningstar Dividend Leaders Index Fund in Q1 2021 and held it in 1 quarter.
  • Clarity Financial's First Trust Morningstar Dividend Leaders Index Fund position peaked at $507K in Q1 2021.
  • 205 funds tracked by Wall St. Rank held First Trust Morningstar Dividend Leaders Index Fund as of Q2 2021.

Based on Clarity Financial's 13F filing for Q2 2021, filed 13 Aug 2021.