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Everett Harris & Co’s First Trust Morningstar Dividend Leaders Index Fund FDL Stock Holding History

Everett Harris & Co’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
Q1 		– Sell
-5,694
Closed -$204K – 273
2023
Q4 		$204K Buy
+5,694
New +$193K ﹤0.01% 254

Other funds holding FDL

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CAG
Csenge Advisory Group Clearwater, Florida $2.18B AUM 16.73% 1-Year Est. Return

Everett Harris & Co's FDL Position: Q1 2024 in Review

Everett Harris & Co sold out of First Trust Morningstar Dividend Leaders Index Fund (FDL) in Q1 2024, closing a stake of 5,694 shares — an estimated $204K sold.

Everett Harris & Co first reported a position in FDL in Q4 2023 and held it in 1 quarter. The position peaked at $204K in Q4 2023. 362 funds tracked by Wall St. Rank hold FDL as of Q1 2024.

  • Everett Harris & Co reported no remaining First Trust Morningstar Dividend Leaders Index Fund position as of Q1 2024 after selling out during the quarter.
  • Everett Harris & Co sold 5,694 First Trust Morningstar Dividend Leaders Index Fund shares in Q1 2024, an estimated $204K.
  • Everett Harris & Co first reported a position in First Trust Morningstar Dividend Leaders Index Fund in Q4 2023 and held it in 1 quarter.
  • Everett Harris & Co's First Trust Morningstar Dividend Leaders Index Fund position peaked at $204K in Q4 2023.
  • 362 funds tracked by Wall St. Rank held First Trust Morningstar Dividend Leaders Index Fund as of Q1 2024.

Based on Everett Harris & Co's 13F filing for Q1 2024, filed 19 Apr 2024.