Clearstead Advisors’s First Trust Morningstar Dividend Leaders Index Fund FDL Stock Holding History

Clearstead Advisors’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 Q3	–	Sell	-646	Closed	-$16K	–	896
2020 Q2	$16K	Hold	646	–	–	﹤0.01%	548
2020 Q1	$14K	Buy	+646	New	+$18.6K	﹤0.01%	540

Other funds holding FDL

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

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

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

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

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

RJFSA

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Clearstead Advisors's FDL Position: Q3 2020 in Review

Clearstead Advisors sold out of First Trust Morningstar Dividend Leaders Index Fund (FDL) in Q3 2020, closing a stake of 646 shares — an estimated $16K sold.

Clearstead Advisors first reported a position in FDL in Q1 2020 and held it in 2 quarters. The position peaked at $16K in Q2 2020. 172 funds tracked by Wall St. Rank hold FDL as of Q3 2020.

Clearstead Advisors reported no remaining First Trust Morningstar Dividend Leaders Index Fund position as of Q3 2020 after selling out during the quarter.
Clearstead Advisors sold 646 First Trust Morningstar Dividend Leaders Index Fund shares in Q3 2020, an estimated $16K.
Clearstead Advisors first reported a position in First Trust Morningstar Dividend Leaders Index Fund in Q1 2020 and held it in 2 quarters.
Clearstead Advisors's First Trust Morningstar Dividend Leaders Index Fund position peaked at $16K in Q2 2020.
172 funds tracked by Wall St. Rank held First Trust Morningstar Dividend Leaders Index Fund as of Q3 2020.

Based on Clearstead Advisors's 13F filing for Q3 2020, filed 12 Nov 2020.