EI
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Ellevest Inc’s First Trust Morningstar Dividend Leaders Index Fund FDL Stock Holding History

Ellevest Inc’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
Q1 		– Sell
-3,176
Closed -$116K – 1954
2022
Q4 		$116K Buy
+3,176
New +$114K 0.01% 406

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Bank of America
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Cetera Investment Advisers
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RJFSA
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Osaic Holdings
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UBS Group
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Ellevest Inc's FDL Position: Q1 2023 in Review

Ellevest Inc sold out of First Trust Morningstar Dividend Leaders Index Fund (FDL) in Q1 2023, closing a stake of 3,176 shares — an estimated $116K sold.

Ellevest Inc first reported a position in FDL in Q4 2022 and held it in 1 quarter. The position peaked at $116K in Q4 2022. 357 funds tracked by Wall St. Rank hold FDL as of Q1 2023.

  • Ellevest Inc reported no remaining First Trust Morningstar Dividend Leaders Index Fund position as of Q1 2023 after selling out during the quarter.
  • Ellevest Inc sold 3,176 First Trust Morningstar Dividend Leaders Index Fund shares in Q1 2023, an estimated $116K.
  • Ellevest Inc first reported a position in First Trust Morningstar Dividend Leaders Index Fund in Q4 2022 and held it in 1 quarter.
  • Ellevest Inc's First Trust Morningstar Dividend Leaders Index Fund position peaked at $116K in Q4 2022.
  • 357 funds tracked by Wall St. Rank held First Trust Morningstar Dividend Leaders Index Fund as of Q1 2023.

Based on Ellevest Inc's 13F filing for Q1 2023, filed 4 May 2023.