EMFO LLC’s First Trust Morningstar Dividend Leaders Index Fund FDL Stock Holding History

EMFO LLC’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
2024 Q2	$154K	Hold	4,060	–	–	0.14%	104
2024 Q1	$156K	Hold	4,060	–	–	0.14%	109
2023 Q4	$146K	Hold	4,060	–	–	0.13%	102
2023 Q3	$136K	Hold	4,060	–	–	0.13%	108
2023 Q2	$138K	Hold	4,060	–	–	0.13%	111
2023 Q1	$144K	Hold	4,060	–	–	0.14%	108
2022 Q4	$148K	Hold	4,060	–	–	0.15%	102
2022 Q3	$130K	Hold	4,060	–	–	0.12%	119
2022 Q2	$143K	Hold	4,060	–	–	0.15%	109
2022 Q1	$152K	Hold	4,060	–	–	0.14%	118
2021 Q4	$144K	Hold	4,060	–	–	0.13%	120
2021 Q3	$133K	Hold	4,060	–	–	0.12%	126
2021 Q2	$135K	Buy	+4,060	New	+$138K	0.12%	124

Other funds holding FDL

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

Morgan Stanley New York $1.66T AUM 25.57% 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

RJFSA

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

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

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

CAG

Csenge Advisory Group Clearwater, Florida $2.18B AUM 16.73% 1-Year Est. Return

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

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

EMFO LLC's FDL Position: Q2 2024 in Review

EMFO LLC held its First Trust Morningstar Dividend Leaders Index Fund (FDL) position steady in Q2 2024 at 4,060 shares worth $154K. The position accounts for 0.14% of the portfolio, ranked #104.

EMFO LLC first reported a position in FDL in Q2 2021 and has held it in 13 quarters since. The position peaked at $156K in Q1 2024. 353 funds tracked by Wall St. Rank hold FDL as of Q2 2024.

EMFO LLC held 4,060 shares of First Trust Morningstar Dividend Leaders Index Fund worth $154K as of Q2 2024.
EMFO LLC left its First Trust Morningstar Dividend Leaders Index Fund share count unchanged in Q2 2024.
First Trust Morningstar Dividend Leaders Index Fund made up 0.14% of EMFO LLC's portfolio in Q2 2024, its #104 holding.
EMFO LLC first reported a position in First Trust Morningstar Dividend Leaders Index Fund in Q2 2021 and has held it in 13 quarters since.
EMFO LLC's First Trust Morningstar Dividend Leaders Index Fund position peaked at $156K in Q1 2024.
353 funds tracked by Wall St. Rank held First Trust Morningstar Dividend Leaders Index Fund as of Q2 2024.

Based on EMFO LLC's 13F filing for Q2 2024, filed 26 Jul 2024.