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Financial Counselors Inc’s First Trust Morningstar Dividend Leaders Index Fund FDL Stock Holding History

Financial Counselors 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
2024
Q2 		– Sell
-5,413
Closed -$208K – 567
2024
Q1 		$208K Buy
+5,413
New +$198K ﹤0.01% 554

Other funds holding FDL

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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
CAG
Csenge Advisory Group Clearwater, Florida $2.18B AUM 16.73% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Financial Counselors Inc's FDL Position: Q2 2024 in Review

Financial Counselors Inc sold out of First Trust Morningstar Dividend Leaders Index Fund (FDL) in Q2 2024, closing a stake of 5,413 shares — an estimated $208K sold.

Financial Counselors Inc first reported a position in FDL in Q1 2024 and held it in 1 quarter. The position peaked at $208K in Q1 2024. 353 funds tracked by Wall St. Rank hold FDL as of Q2 2024.

  • Financial Counselors Inc reported no remaining First Trust Morningstar Dividend Leaders Index Fund position as of Q2 2024 after selling out during the quarter.
  • Financial Counselors Inc sold 5,413 First Trust Morningstar Dividend Leaders Index Fund shares in Q2 2024, an estimated $208K.
  • Financial Counselors Inc first reported a position in First Trust Morningstar Dividend Leaders Index Fund in Q1 2024 and held it in 1 quarter.
  • Financial Counselors Inc's First Trust Morningstar Dividend Leaders Index Fund position peaked at $208K in Q1 2024.
  • 353 funds tracked by Wall St. Rank held First Trust Morningstar Dividend Leaders Index Fund as of Q2 2024.

Based on Financial Counselors Inc's 13F filing for Q2 2024, filed 1 Aug 2024.