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

Clearview Wealth 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
2023 Q3	–	Sell	-4,596	Closed	-$156K	–	286
2023 Q2	$156K	Sell	4,596 -783	-15%	-$27.1K	0.16%	118
2023 Q1	$191K	Sell	5,379 -29	-0.5%	-$1.06K	0.19%	119
2022 Q4	$198K	Sell	5,408 -170	-3%	-$6.13K	0.15%	95
2022 Q3	$179K	Sell	5,578 -232	-4%	-$8.29K	0.14%	89
2022 Q2	$205K	Sell	5,810 -350	-6%	-$13.1K	0.15%	85
2022 Q1	$231K	Buy	6,160 +2,152	+54%	+$78.5K	0.15%	86
2021 Q4	$143K	Buy	+4,008	New	+$137K	0.09%	127

Other funds holding FDL

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

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

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return

Cetera Investment Advisers

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

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

Bank of America

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

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Raymond James Financial Services Advisors St. Petersburg, Florida $75B AUM 31.89% 1-Year Est. Return