Farmers & Merchants Trust Co of Chambersburg PA’s First Trust Morningstar Dividend Leaders Index Fund FDL Stock Holding History

Farmers & Merchants Trust Co of Chambersburg PA’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
2023 Q4	–	Sell	-250	Closed	-$8K	–	435
2023 Q3	$8K	Hold	250	–	–	0.01%	303
2023 Q2	$9K	Hold	250	–	–	0.01%	297
2023 Q1	$9K	Hold	250	–	–	0.01%	280
2022 Q4	$9K	Buy	+250	New	+$9.01K	0.01%	273

Other funds holding FDL

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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

RJFSA

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

CAG

Csenge Advisory Group Clearwater, Florida $2.47B AUM 24.93% 1-Year Est. Return

Farmers & Merchants Trust Co of Chambersburg PA's FDL Position: Q4 2023 in Review

Farmers & Merchants Trust Co of Chambersburg PA sold out of First Trust Morningstar Dividend Leaders Index Fund (FDL) in Q4 2023, closing a stake of 250 shares — an estimated $8K sold.

Farmers & Merchants Trust Co of Chambersburg PA first reported a position in FDL in Q4 2022 and held it in 4 quarters. The position peaked at $9K in Q2 2023. 362 funds tracked by Wall St. Rank hold FDL as of Q4 2023.

Farmers & Merchants Trust Co of Chambersburg PA reported no remaining First Trust Morningstar Dividend Leaders Index Fund position as of Q4 2023 after selling out during the quarter.
Farmers & Merchants Trust Co of Chambersburg PA sold 250 First Trust Morningstar Dividend Leaders Index Fund shares in Q4 2023, an estimated $8K.
Farmers & Merchants Trust Co of Chambersburg PA first reported a position in First Trust Morningstar Dividend Leaders Index Fund in Q4 2022 and held it in 4 quarters.
Farmers & Merchants Trust Co of Chambersburg PA's First Trust Morningstar Dividend Leaders Index Fund position peaked at $9K in Q2 2023.
362 funds tracked by Wall St. Rank held First Trust Morningstar Dividend Leaders Index Fund as of Q4 2023.

Based on Farmers & Merchants Trust Co of Chambersburg PA's 13F filing for Q4 2023, filed 23 Jan 2024.