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Federation des caisses Desjardins du Quebec’s First Trust Morningstar Dividend Leaders Index Fund FDL Stock Holding History

Federation des caisses Desjardins du Quebec’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
Q2 		– Sell
-1,000
Closed -$37.4K – 2552
2022
Q1 		$37.4K Buy
+1,000
New +$36.5K ﹤0.01% 1668

Other funds holding FDL

Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
OCM
One Capital Management Westlake Village, California $3.65B AUM 15.32% 1-Year Est. Return
CA
Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return

Federation des caisses Desjardins du Quebec's FDL Position: Q2 2022 in Review

Federation des caisses Desjardins du Quebec sold out of First Trust Morningstar Dividend Leaders Index Fund (FDL) in Q2 2022, closing a stake of 1,000 shares — an estimated $37.4K sold.

Federation des caisses Desjardins du Quebec first reported a position in FDL in Q1 2022 and held it in 1 quarter. The position peaked at $37.4K in Q1 2022. 285 funds tracked by Wall St. Rank hold FDL as of Q2 2022.

  • Federation des caisses Desjardins du Quebec reported no remaining First Trust Morningstar Dividend Leaders Index Fund position as of Q2 2022 after selling out during the quarter.
  • Federation des caisses Desjardins du Quebec sold 1,000 First Trust Morningstar Dividend Leaders Index Fund shares in Q2 2022, an estimated $37.4K.
  • Federation des caisses Desjardins du Quebec first reported a position in First Trust Morningstar Dividend Leaders Index Fund in Q1 2022 and held it in 1 quarter.
  • Federation des caisses Desjardins du Quebec's First Trust Morningstar Dividend Leaders Index Fund position peaked at $37.4K in Q1 2022.
  • 285 funds tracked by Wall St. Rank held First Trust Morningstar Dividend Leaders Index Fund as of Q2 2022.

Based on Federation des caisses Desjardins du Quebec's 13F filing for Q2 2022, filed 15 Aug 2024.