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

Doyle Wealth Management’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
2022 Q3	$359K	Sell	11,160 -706	-6%	-$25.2K	0.03%	150
2022 Q2	$418K	Sell	11,866 -3,583	-23%	-$134K	0.03%	147
2022 Q1	$578K	Sell	15,449 -4,211	-21%	-$154K	0.04%	145
2021 Q4	$699K	Buy	19,660 +59	+0.3%	+$2.01K	0.05%	125
2021 Q3	$642K	Buy	19,601 +499	+3%	+$16.7K	0.05%	126
2021 Q2	$634K	Sell	19,102 -1,822	-9%	-$61.9K	0.05%	127
2021 Q1	$685K	Sell	20,924 -1,752	-8%	-$54.3K	0.07%	121
2020 Q4	$671K	Sell	22,676 -5,697	-20%	-$161K	0.07%	118
2020 Q3	$739K	Sell	28,373 -5,944	-17%	-$157K	0.09%	108
2020 Q2	$870K	Sell	34,317 -7,383	-18%	-$184K	0.11%	89
2020 Q1	$931K	Sell	41,700 -1,106	-3%	-$31.9K	0.15%	72
2019 Q4	$1.4M	Sell	42,806 -299	-0.7%	-$9.52K	0.17%	67
2019 Q3	$1.34M	Sell	43,105 -498	-1%	-$15.2K	0.18%	66
2019 Q2	$1.34M	Sell	43,603 -936	-2%	-$28.3K	0.18%	62
2019 Q1	$1.34M	Buy	44,539 +1,268	+3%	+$36.8K	0.2%	61
2018 Q4	$1.18M	Buy	43,271 +1,099	+3%	+$31.9K	0.2%	60
2018 Q3	$1.26M	Buy	42,172 +750	+2%	+$22.1K	0.2%	64
2018 Q2	$1.18M	Buy	41,422 +383	+0.9%	+$10.9K	0.2%	63
2018 Q1	$1.16M	Buy	41,039 +802	+2%	+$23.6K	0.2%	61
2017 Q4	$1.21M	Sell	40,237 -551	-1%	-$16.2K	0.2%	58
2017 Q3	$1.18M	Sell	40,788 -1,470	-3%	-$41.7K	0.21%	58
2017 Q2	$1.19M	Sell	42,258 -1,688	-4%	-$48.2K	0.22%	58
2017 Q1	$1.27M	Buy	+43,946	New	+$1.25M	0.26%	56

Other funds holding FDL

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

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

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

RJFSA

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

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Doyle Wealth Management's FDL Position: Q3 2022 in Review

Doyle Wealth Management reduced its First Trust Morningstar Dividend Leaders Index Fund (FDL) stake by 5.9% in Q3 2022, selling an estimated $25.2K and leaving 11,160 shares worth $359K. The position accounts for 0.03% of the portfolio, ranked #150.

Doyle Wealth Management first reported a position in FDL in Q1 2017 and has held it in 23 quarters since. The position peaked at $1.4M in Q4 2019. 290 funds tracked by Wall St. Rank hold FDL as of Q3 2022.

Doyle Wealth Management held 11,160 shares of First Trust Morningstar Dividend Leaders Index Fund worth $359K as of Q3 2022.
Doyle Wealth Management sold 706 First Trust Morningstar Dividend Leaders Index Fund shares in Q3 2022, an estimated $25.2K.
First Trust Morningstar Dividend Leaders Index Fund made up 0.03% of Doyle Wealth Management's portfolio in Q3 2022, its #150 holding.
Doyle Wealth Management first reported a position in First Trust Morningstar Dividend Leaders Index Fund in Q1 2017 and has held it in 23 quarters since.
Doyle Wealth Management's First Trust Morningstar Dividend Leaders Index Fund position peaked at $1.4M in Q4 2019.
290 funds tracked by Wall St. Rank held First Trust Morningstar Dividend Leaders Index Fund as of Q3 2022.

Based on Doyle Wealth Management's 13F filing for Q3 2022, filed 15 Nov 2022.