Core Wealth Advisors (Florida)’s First Trust Morningstar Dividend Leaders Index Fund FDL Stock Holding History

Core Wealth Advisors (Florida)’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 Q2	–	Sell	-4,533	Closed	-$161K	–	250
2023 Q1	$161K	Hold	4,533	–	–	0.06%	53
2022 Q4	$166K	Buy	+4,533	New	+$163K	0.07%	44

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

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

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

RJFSA

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

Core Wealth Advisors (Florida)'s FDL Position: Q2 2023 in Review

Core Wealth Advisors (Florida) sold out of First Trust Morningstar Dividend Leaders Index Fund (FDL) in Q2 2023, closing a stake of 4,533 shares — an estimated $161K sold.

Core Wealth Advisors (Florida) first reported a position in FDL in Q4 2022 and held it in 2 quarters. The position peaked at $166K in Q4 2022. 347 funds tracked by Wall St. Rank hold FDL as of Q2 2023.

Core Wealth Advisors (Florida) reported no remaining First Trust Morningstar Dividend Leaders Index Fund position as of Q2 2023 after selling out during the quarter.
Core Wealth Advisors (Florida) sold 4,533 First Trust Morningstar Dividend Leaders Index Fund shares in Q2 2023, an estimated $161K.
Core Wealth Advisors (Florida) first reported a position in First Trust Morningstar Dividend Leaders Index Fund in Q4 2022 and held it in 2 quarters.
Core Wealth Advisors (Florida)'s First Trust Morningstar Dividend Leaders Index Fund position peaked at $166K in Q4 2022.
347 funds tracked by Wall St. Rank held First Trust Morningstar Dividend Leaders Index Fund as of Q2 2023.

Based on Core Wealth Advisors (Florida)'s 13F filing for Q2 2023, filed 14 Aug 2023.