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

EPG 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
2020
Q3 		– Sell
-8,203
Closed -$208K – 130
2020
Q2 		$208K Buy
8,203
+96
+1% +$2.39K 0.15% 139
2020
Q1 		$181K Buy
8,107
+6,546
+419% +$189K 0.13% 129
2019
Q4 		$51K Buy
+1,561
New +$49.7K 0.04% 232

Other funds holding FDL

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

EPG Wealth Management's FDL Position: Q3 2020 in Review

EPG Wealth Management sold out of First Trust Morningstar Dividend Leaders Index Fund (FDL) in Q3 2020, closing a stake of 8,203 shares — an estimated $208K sold.

EPG Wealth Management first reported a position in FDL in Q4 2019 and held it in 3 quarters. The position peaked at $208K in Q2 2020. 172 funds tracked by Wall St. Rank hold FDL as of Q3 2020.

  • EPG Wealth Management reported no remaining First Trust Morningstar Dividend Leaders Index Fund position as of Q3 2020 after selling out during the quarter.
  • EPG Wealth Management sold 8,203 First Trust Morningstar Dividend Leaders Index Fund shares in Q3 2020, an estimated $208K.
  • EPG Wealth Management first reported a position in First Trust Morningstar Dividend Leaders Index Fund in Q4 2019 and held it in 3 quarters.
  • EPG Wealth Management's First Trust Morningstar Dividend Leaders Index Fund position peaked at $208K in Q2 2020.
  • 172 funds tracked by Wall St. Rank held First Trust Morningstar Dividend Leaders Index Fund as of Q3 2020.

Based on EPG Wealth Management's 13F filing for Q3 2020, filed 2 Nov 2020.