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

Ergoteles’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 		– Sell
-90,831
Closed -$3.2M – 1675
2022
Q2 		$3.2M Buy
+90,831
New +$3.4M 0.1% 212

Other funds holding FDL

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Ergoteles's FDL Position: Q3 2022 in Review

Ergoteles sold out of First Trust Morningstar Dividend Leaders Index Fund (FDL) in Q3 2022, closing a stake of 90,831 shares — an estimated $3.2M sold.

Ergoteles first reported a position in FDL in Q2 2022 and held it in 1 quarter. The position peaked at $3.2M in Q2 2022. 290 funds tracked by Wall St. Rank hold FDL as of Q3 2022.

  • Ergoteles reported no remaining First Trust Morningstar Dividend Leaders Index Fund position as of Q3 2022 after selling out during the quarter.
  • Ergoteles sold 90,831 First Trust Morningstar Dividend Leaders Index Fund shares in Q3 2022, an estimated $3.2M.
  • Ergoteles first reported a position in First Trust Morningstar Dividend Leaders Index Fund in Q2 2022 and held it in 1 quarter.
  • Ergoteles's First Trust Morningstar Dividend Leaders Index Fund position peaked at $3.2M in Q2 2022.
  • 290 funds tracked by Wall St. Rank held First Trust Morningstar Dividend Leaders Index Fund as of Q3 2022.

Based on Ergoteles's 13F filing for Q3 2022, filed 14 Nov 2022.