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

First Capital Advisors Group’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 Q3	–	Sell	-8,372	Closed	-$295K	–	228
2022 Q2	$295K	Buy	+8,372	New	+$313K	0.2%	115

Other funds holding FDL

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

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 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

RJFSA

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

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

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

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

First Capital Advisors Group's FDL Position: Q3 2022 in Review

First Capital Advisors Group sold out of First Trust Morningstar Dividend Leaders Index Fund (FDL) in Q3 2022, closing a stake of 8,372 shares — an estimated $295K sold.

First Capital Advisors Group first reported a position in FDL in Q2 2022 and held it in 1 quarter. The position peaked at $295K in Q2 2022. 290 funds tracked by Wall St. Rank hold FDL as of Q3 2022.

First Capital Advisors Group reported no remaining First Trust Morningstar Dividend Leaders Index Fund position as of Q3 2022 after selling out during the quarter.
First Capital Advisors Group sold 8,372 First Trust Morningstar Dividend Leaders Index Fund shares in Q3 2022, an estimated $295K.
First Capital Advisors Group first reported a position in First Trust Morningstar Dividend Leaders Index Fund in Q2 2022 and held it in 1 quarter.
First Capital Advisors Group's First Trust Morningstar Dividend Leaders Index Fund position peaked at $295K in Q2 2022.
290 funds tracked by Wall St. Rank held First Trust Morningstar Dividend Leaders Index Fund as of Q3 2022.

Based on First Capital Advisors Group's 13F filing for Q3 2022, filed 14 Nov 2022.