DB Wealth Management Group’s First Trust Morningstar Dividend Leaders Index Fund FDL Stock Holding History

DB Wealth Management Group’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 Q4	$2.01K	Hold	56	–	–	﹤0.01%	343
2023 Q3	$1.87K	Hold	56	–	–	﹤0.01%	340
2023 Q2	$1.91K	Hold	56	–	–	﹤0.01%	336
2023 Q1	$1.99K	Hold	56	–	–	﹤0.01%	333
2022 Q4	$2.05K	Buy	+56	New	+$2.02K	﹤0.01%	327

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

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

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

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 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

CAG

Csenge Advisory Group Clearwater, Florida $2.47B AUM 24.93% 1-Year Est. Return

DB Wealth Management Group's FDL Position: Q4 2023 in Review

DB Wealth Management Group held its First Trust Morningstar Dividend Leaders Index Fund (FDL) position steady in Q4 2023 at 56 shares worth $2.01K. The position accounts for ﹤0.01% of the portfolio, ranked #343.

DB Wealth Management Group first reported a position in FDL in Q4 2022 and has held it in 5 quarters since. The position peaked at $2.05K in Q4 2022. 363 funds tracked by Wall St. Rank hold FDL as of Q4 2023.

DB Wealth Management Group held 56 shares of First Trust Morningstar Dividend Leaders Index Fund worth $2.01K as of Q4 2023.
DB Wealth Management Group left its First Trust Morningstar Dividend Leaders Index Fund share count unchanged in Q4 2023.
First Trust Morningstar Dividend Leaders Index Fund made up ﹤0.01% of DB Wealth Management Group's portfolio in Q4 2023, its #343 holding.
DB Wealth Management Group first reported a position in First Trust Morningstar Dividend Leaders Index Fund in Q4 2022 and has held it in 5 quarters since.
DB Wealth Management Group's First Trust Morningstar Dividend Leaders Index Fund position peaked at $2.05K in Q4 2022.
363 funds tracked by Wall St. Rank held First Trust Morningstar Dividend Leaders Index Fund as of Q4 2023.

Based on DB Wealth Management Group's 13F filing for Q4 2023, filed 9 Jan 2024.