FinTrust Capital Advisors’s First Trust Morningstar Dividend Leaders Index Fund FDL Stock Holding History

FinTrust Capital Advisors’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 Q3	$1.93M	Buy	45,951 +2,793	+6%	+$113K	0.33%	67
2024 Q2	$1.64M	Buy	43,158 +13,881	+47%	+$527K	0.3%	68
2024 Q1	$1.13M	Buy	29,277 +14,716	+101%	+$539K	0.22%	102
2023 Q4	$522K	Buy	14,561 +1,625	+13%	+$55K	0.1%	164
2023 Q3	$433K	Buy	12,936 +12,282	+1,878%	+$426K	0.1%	169
2023 Q2	$23.9K	Hold	654	–	–	0.01%	609
2023 Q1	$23.9K	Hold	654	–	–	0.01%	607
2022 Q4	$23.9K	Hold	654	–	–	0.01%	606
2022 Q3	$22K	Hold	654	–	–	0.01%	698
2022 Q2	$23K	Hold	654	–	–	0.01%	700
2022 Q1	$24K	Hold	654	–	–	0.01%	714
2021 Q4	$23K	Hold	654	–	–	0.01%	712
2021 Q3	$21K	Hold	654	–	–	0.01%	732
2021 Q2	$22K	Hold	654	–	–	0.01%	743
2021 Q1	$21K	Buy	+654	New	+$20.3K	0.01%	705

Other funds holding FDL

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

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

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 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

Rockport Wealth Fairview Park, Ohio $549M AUM 22.95% 1-Year Est. Return

FinTrust Capital Advisors's FDL Position: Q3 2024 in Review

FinTrust Capital Advisors increased its First Trust Morningstar Dividend Leaders Index Fund (FDL) stake by 6.5% in Q3 2024, buying an estimated $113K and bringing the position to 45,951 shares worth $1.93M. The position accounts for 0.33% of the portfolio, ranked #67.

FinTrust Capital Advisors first reported a position in FDL in Q1 2021 and has held it in 15 quarters since. 371 funds tracked by Wall St. Rank hold FDL as of Q3 2024.

FinTrust Capital Advisors held 45,951 shares of First Trust Morningstar Dividend Leaders Index Fund worth $1.93M as of Q3 2024.
FinTrust Capital Advisors bought 2,793 First Trust Morningstar Dividend Leaders Index Fund shares in Q3 2024, an estimated $113K.
First Trust Morningstar Dividend Leaders Index Fund made up 0.33% of FinTrust Capital Advisors's portfolio in Q3 2024, its #67 holding.
FinTrust Capital Advisors first reported a position in First Trust Morningstar Dividend Leaders Index Fund in Q1 2021 and has held it in 15 quarters since.
371 funds tracked by Wall St. Rank held First Trust Morningstar Dividend Leaders Index Fund as of Q3 2024.

Based on FinTrust Capital Advisors's 13F filing for Q3 2024, filed 11 Oct 2024.