Financial Partners Group (Kansas)’s First Trust Morningstar Dividend Leaders Index Fund FDL Stock Holding History

Financial Partners Group (Kansas)’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 Q2	–	Sell	-33,324	Closed	-$1.18M	–	164
2023 Q1	$1.18M	Sell	33,324 -4,203	-11%	-$154K	0.26%	49
2022 Q4	$1.44M	Buy	37,527 +13,860	+59%	+$500K	0.32%	46
2022 Q3	$760K	Buy	23,667 +10,791	+84%	+$385K	0.2%	59
2022 Q2	$453K	Buy	+12,876	New	+$482K	0.11%	88

Other funds holding FDL

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

RJFSA

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

Financial Partners Group (Kansas)'s FDL Position: Q2 2023 in Review

Financial Partners Group (Kansas) sold out of First Trust Morningstar Dividend Leaders Index Fund (FDL) in Q2 2023, closing a stake of 33,324 shares — an estimated $1.18M sold.

Financial Partners Group (Kansas) first reported a position in FDL in Q2 2022 and held it in 4 quarters. The position peaked at $1.44M in Q4 2022. 347 funds tracked by Wall St. Rank hold FDL as of Q2 2023.

Financial Partners Group (Kansas) reported no remaining First Trust Morningstar Dividend Leaders Index Fund position as of Q2 2023 after selling out during the quarter.
Financial Partners Group (Kansas) sold 33,324 First Trust Morningstar Dividend Leaders Index Fund shares in Q2 2023, an estimated $1.18M.
Financial Partners Group (Kansas) first reported a position in First Trust Morningstar Dividend Leaders Index Fund in Q2 2022 and held it in 4 quarters.
Financial Partners Group (Kansas)'s First Trust Morningstar Dividend Leaders Index Fund position peaked at $1.44M in Q4 2022.
347 funds tracked by Wall St. Rank held First Trust Morningstar Dividend Leaders Index Fund as of Q2 2023.

Based on Financial Partners Group (Kansas)'s 13F filing for Q2 2023, filed 8 Aug 2023.