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Cypress Wealth Services’s First Trust Morningstar Dividend Leaders Index Fund FDL Stock Holding History

Cypress Wealth Services’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
Q1 		– Sell
-8,772
Closed -$286K – 253
2019
Q4 		$286K Buy
+8,772
New +$279K 0.07% 196

Other funds holding FDL

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Cypress Wealth Services's FDL Position: Q1 2020 in Review

Cypress Wealth Services sold out of First Trust Morningstar Dividend Leaders Index Fund (FDL) in Q1 2020, closing a stake of 8,772 shares — an estimated $286K sold.

Cypress Wealth Services first reported a position in FDL in Q4 2019 and held it in 1 quarter. The position peaked at $286K in Q4 2019. 175 funds tracked by Wall St. Rank hold FDL as of Q1 2020.

  • Cypress Wealth Services reported no remaining First Trust Morningstar Dividend Leaders Index Fund position as of Q1 2020 after selling out during the quarter.
  • Cypress Wealth Services sold 8,772 First Trust Morningstar Dividend Leaders Index Fund shares in Q1 2020, an estimated $286K.
  • Cypress Wealth Services first reported a position in First Trust Morningstar Dividend Leaders Index Fund in Q4 2019 and held it in 1 quarter.
  • Cypress Wealth Services's First Trust Morningstar Dividend Leaders Index Fund position peaked at $286K in Q4 2019.
  • 175 funds tracked by Wall St. Rank held First Trust Morningstar Dividend Leaders Index Fund as of Q1 2020.

Based on Cypress Wealth Services's 13F filing for Q1 2020, filed 10 Apr 2020.