Clear Perspectives Financial Planning’s First Trust Morningstar Dividend Leaders Index Fund FDL Stock Holding History

Clear Perspectives Financial Planning’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
2023 Q1	$13.8K	Sell	390 -156,572	-100%	-$5.73M	0.01%	129
2022 Q4	$5.74M	Buy	156,962 +20,322	+15%	+$732K	3.05%	11
2022 Q3	$4.39M	Buy	136,640 +102,900	+305%	+$3.68M	2.15%	12
2022 Q2	$1.19M	Buy	+33,740	New	+$1.26M	0.46%	28

Other funds holding FDL

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

M1FG

Mach-1 Financial Group Rogers, Arkansas $284M AUM 20.71% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Clear Perspectives Financial Planning's FDL Position: Q1 2023 in Review

Clear Perspectives Financial Planning reduced its First Trust Morningstar Dividend Leaders Index Fund (FDL) stake by 100% in Q1 2023, selling an estimated $5.73M and leaving 390 shares worth $13.8K. The position accounts for 0.01% of the portfolio, ranked #129.

Clear Perspectives Financial Planning first reported a position in FDL in Q2 2022 and has held it in 4 quarters since. The position peaked at $5.74M in Q4 2022. 357 funds tracked by Wall St. Rank hold FDL as of Q1 2023.

Clear Perspectives Financial Planning held 390 shares of First Trust Morningstar Dividend Leaders Index Fund worth $13.8K as of Q1 2023.
Clear Perspectives Financial Planning sold 156,572 First Trust Morningstar Dividend Leaders Index Fund shares in Q1 2023, an estimated $5.73M.
First Trust Morningstar Dividend Leaders Index Fund made up 0.01% of Clear Perspectives Financial Planning's portfolio in Q1 2023, its #129 holding.
Clear Perspectives Financial Planning first reported a position in First Trust Morningstar Dividend Leaders Index Fund in Q2 2022 and has held it in 4 quarters since.
Clear Perspectives Financial Planning's First Trust Morningstar Dividend Leaders Index Fund position peaked at $5.74M in Q4 2022.
357 funds tracked by Wall St. Rank held First Trust Morningstar Dividend Leaders Index Fund as of Q1 2023.

Based on Clear Perspectives Financial Planning's 13F filing for Q1 2023, filed 11 May 2023.