Coppell Advisory Solutions Corp’s First Trust Morningstar Dividend Leaders Index Fund FDL Stock Holding History

Coppell Advisory Solutions Corp’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
2024 Q1	$2.34M	Buy	+60,853	New	+$2.23M	0.44%	51
2023 Q1	$391K	Buy	11,113 +2,130	+24%	+$77.9K	0.13%	137
2022 Q4	$328K	Buy	+8,983	New	+$324K	0.11%	134

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

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

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

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

RJFSA

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

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

CAG

Csenge Advisory Group Clearwater, Florida $2.18B AUM 16.73% 1-Year Est. Return

Coppell Advisory Solutions Corp's FDL Position: Q1 2024 in Review

Coppell Advisory Solutions Corp opened a new position in First Trust Morningstar Dividend Leaders Index Fund (FDL) in Q1 2024: 60,853 shares worth $2.34M. The stake represents 0.44% of the portfolio and ranks #51 among its holdings. This is a return to the name: Coppell Advisory Solutions Corp previously reported a position in FDL as recently as Q1 2023.

Coppell Advisory Solutions Corp first reported a position in FDL in Q4 2022 and has held it in 3 quarters since. 362 funds tracked by Wall St. Rank hold FDL as of Q1 2024.

Coppell Advisory Solutions Corp held 60,853 shares of First Trust Morningstar Dividend Leaders Index Fund worth $2.34M as of Q1 2024.
First Trust Morningstar Dividend Leaders Index Fund was a new Coppell Advisory Solutions Corp position in Q1 2024.
First Trust Morningstar Dividend Leaders Index Fund made up 0.44% of Coppell Advisory Solutions Corp's portfolio in Q1 2024, its #51 holding.
Coppell Advisory Solutions Corp first reported a position in First Trust Morningstar Dividend Leaders Index Fund in Q4 2022 and has held it in 3 quarters since.
362 funds tracked by Wall St. Rank held First Trust Morningstar Dividend Leaders Index Fund as of Q1 2024.

Based on Coppell Advisory Solutions Corp's 13F filing for Q1 2024, filed 16 May 2024.