Farmers & Merchants Investments Inc’s First Trust Morningstar Dividend Leaders Index Fund FDL Stock Holding History

Farmers & Merchants Investments 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
2022 Q4	–	Sell	-2,700	Closed	-$87K	–	1777
2022 Q3	$87K	Hold	2,700	–	–	﹤0.01%	350
2022 Q2	$95K	Buy	+2,700	New	+$101K	﹤0.01%	333

Other funds holding FDL

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

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

RJFSA

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

RJA

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

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

Farmers & Merchants Investments Inc's FDL Position: Q4 2022 in Review

Farmers & Merchants Investments Inc sold out of First Trust Morningstar Dividend Leaders Index Fund (FDL) in Q4 2022, closing a stake of 2,700 shares — an estimated $87K sold.

Farmers & Merchants Investments Inc first reported a position in FDL in Q2 2022 and held it in 2 quarters. The position peaked at $95K in Q2 2022. 358 funds tracked by Wall St. Rank hold FDL as of Q4 2022.

Farmers & Merchants Investments Inc reported no remaining First Trust Morningstar Dividend Leaders Index Fund position as of Q4 2022 after selling out during the quarter.
Farmers & Merchants Investments Inc sold 2,700 First Trust Morningstar Dividend Leaders Index Fund shares in Q4 2022, an estimated $87K.
Farmers & Merchants Investments Inc first reported a position in First Trust Morningstar Dividend Leaders Index Fund in Q2 2022 and held it in 2 quarters.
Farmers & Merchants Investments Inc's First Trust Morningstar Dividend Leaders Index Fund position peaked at $95K in Q2 2022.
358 funds tracked by Wall St. Rank held First Trust Morningstar Dividend Leaders Index Fund as of Q4 2022.

Based on Farmers & Merchants Investments Inc's 13F filing for Q4 2022, filed 2 Feb 2023.