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 $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

RJFSA

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

Clearview Wealth Advisors's FDL Position: Q3 2023 in Review

Clearview Wealth Advisors sold out of First Trust Morningstar Dividend Leaders Index Fund (FDL) in Q3 2023, closing a stake of 4,596 shares — an estimated $156K sold.

Clearview Wealth Advisors first reported a position in FDL in Q4 2021 and held it in 7 quarters. The position peaked at $231K in Q1 2022. 349 funds tracked by Wall St. Rank hold FDL as of Q3 2023.

Clearview Wealth Advisors reported no remaining First Trust Morningstar Dividend Leaders Index Fund position as of Q3 2023 after selling out during the quarter.
Clearview Wealth Advisors sold 4,596 First Trust Morningstar Dividend Leaders Index Fund shares in Q3 2023, an estimated $156K.
Clearview Wealth Advisors first reported a position in First Trust Morningstar Dividend Leaders Index Fund in Q4 2021 and held it in 7 quarters.
Clearview Wealth Advisors's First Trust Morningstar Dividend Leaders Index Fund position peaked at $231K in Q1 2022.
349 funds tracked by Wall St. Rank held First Trust Morningstar Dividend Leaders Index Fund as of Q3 2023.

Based on Clearview Wealth Advisors's 13F filing for Q3 2023, filed 30 Oct 2023.