Family Legacy Inc’s First Trust Morningstar Dividend Leaders Index Fund FDL Stock Holding History

Family Legacy 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
2020 Q2	–	Sell	-75,724	Closed	-$1.69M	–	116
2020 Q1	$1.69M	Buy	75,724 +2,699	+4%	+$77.8K	1.22%	33
2019 Q4	$2.37M	Buy	73,025 +1,172	+2%	+$37.3K	1.35%	27
2019 Q3	$2.33M	Buy	71,853 +1,214	+2%	+$37.1K	1.45%	22
2019 Q2	$2.16M	Buy	70,639 +446	+0.6%	+$13.5K	1.69%	16
2019 Q1	$2.14M	Buy	70,193 +1,108	+2%	+$32.1K	1.74%	16
2018 Q4	$1.88M	Buy	69,085 +454	+0.7%	+$13.2K	1.68%	17
2018 Q3	$2.05M	Buy	68,631 +253	+0.4%	+$7.45K	1.67%	19
2018 Q2	$1.96M	Buy	68,378 +1,560	+2%	+$44.4K	1.69%	20
2018 Q1	$1.89M	Sell	66,818 -1,746	-3%	-$51.3K	1.74%	18
2017 Q4	$2.06M	Buy	+68,564	New	+$2.02M	1.87%	16
2017 Q3	–	Sell	-64,951	Closed	-$1.83M	–	64
2017 Q2	$1.83M	Buy	64,951 +10,811	+20%	+$309K	1.83%	18
2017 Q1	$1.56M	Buy	+54,140	New	+$1.55M	1.63%	24

Other funds holding FDL

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Family Legacy Inc's FDL Position: Q2 2020 in Review

Family Legacy Inc sold out of First Trust Morningstar Dividend Leaders Index Fund (FDL) in Q2 2020, closing a stake of 75,724 shares — an estimated $1.69M sold.

Family Legacy Inc first reported a position in FDL in Q1 2017 and held it in 12 quarters. The position peaked at $2.37M in Q4 2019. 177 funds tracked by Wall St. Rank hold FDL as of Q2 2020.

Family Legacy Inc reported no remaining First Trust Morningstar Dividend Leaders Index Fund position as of Q2 2020 after selling out during the quarter.
Family Legacy Inc sold 75,724 First Trust Morningstar Dividend Leaders Index Fund shares in Q2 2020, an estimated $1.69M.
Family Legacy Inc first reported a position in First Trust Morningstar Dividend Leaders Index Fund in Q1 2017 and held it in 12 quarters.
Family Legacy Inc's First Trust Morningstar Dividend Leaders Index Fund position peaked at $2.37M in Q4 2019.
177 funds tracked by Wall St. Rank held First Trust Morningstar Dividend Leaders Index Fund as of Q2 2020.

Based on Family Legacy Inc's 13F filing for Q2 2020, filed 20 Jul 2020.