Firethorn Wealth Partners’s First Trust Morningstar Dividend Leaders Index Fund FDL Stock Holding History

Firethorn Wealth Partners’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	-6,332	Closed	-$226K	–	124
2023 Q1	$226K	Buy	6,332 +806	+15%	+$29.5K	0.18%	101
2022 Q4	$202K	Buy	+5,526	New	+$199K	0.17%	120

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

Firethorn Wealth Partners's FDL Position: Q2 2023 in Review

Firethorn Wealth Partners sold out of First Trust Morningstar Dividend Leaders Index Fund (FDL) in Q2 2023, closing a stake of 6,332 shares — an estimated $226K sold.

Firethorn Wealth Partners first reported a position in FDL in Q4 2022 and held it in 2 quarters. The position peaked at $226K in Q1 2023. 347 funds tracked by Wall St. Rank hold FDL as of Q2 2023.

Firethorn Wealth Partners reported no remaining First Trust Morningstar Dividend Leaders Index Fund position as of Q2 2023 after selling out during the quarter.
Firethorn Wealth Partners sold 6,332 First Trust Morningstar Dividend Leaders Index Fund shares in Q2 2023, an estimated $226K.
Firethorn Wealth Partners first reported a position in First Trust Morningstar Dividend Leaders Index Fund in Q4 2022 and held it in 2 quarters.
Firethorn Wealth Partners's First Trust Morningstar Dividend Leaders Index Fund position peaked at $226K in Q1 2023.
347 funds tracked by Wall St. Rank held First Trust Morningstar Dividend Leaders Index Fund as of Q2 2023.

Based on Firethorn Wealth Partners's 13F filing for Q2 2023, filed 1 Aug 2023.