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

First Horizon 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
2023 Q1	–	Sell	-121	Closed	-$4.42K	–	2481
2022 Q4	$4.42K	Hold	121	–	–	﹤0.01%	1825
2022 Q3	$3K	Sell	121 -1,344	-92%	-$48K	﹤0.01%	1885
2022 Q2	$51K	Buy	+1,465	New	+$54.8K	﹤0.01%	922
2017 Q1	–	Sell	-140,202	Closed	-$3.75M	–	1507
2016 Q4	$3.75M	Hold	140,202	–	–	0.48%	79
2016 Q3	$3.75M	Sell	140,202 -18,762	-12%	-$513K	0.48%	80
2016 Q2	$4.26M	Sell	158,964 -14,121	-8%	-$366K	0.58%	68
2016 Q1	$4.46M	Buy	+173,085	New	+$4.2M	0.5%	71

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

M1FG

Mach-1 Financial Group Rogers, Arkansas $258M AUM 22.48% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

RJFSA

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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

First Horizon Advisors's FDL Position: Q1 2023 in Review

First Horizon Advisors sold out of First Trust Morningstar Dividend Leaders Index Fund (FDL) in Q1 2023, closing a stake of 121 shares — an estimated $4.42K sold.

First Horizon Advisors first reported a position in FDL in Q1 2016 and held it in 7 quarters. The position peaked at $4.46M in Q1 2016. 358 funds tracked by Wall St. Rank hold FDL as of Q1 2023.

First Horizon Advisors reported no remaining First Trust Morningstar Dividend Leaders Index Fund position as of Q1 2023 after selling out during the quarter.
First Horizon Advisors sold 121 First Trust Morningstar Dividend Leaders Index Fund shares in Q1 2023, an estimated $4.42K.
First Horizon Advisors first reported a position in First Trust Morningstar Dividend Leaders Index Fund in Q1 2016 and held it in 7 quarters.
First Horizon Advisors's First Trust Morningstar Dividend Leaders Index Fund position peaked at $4.46M in Q1 2016.
358 funds tracked by Wall St. Rank held First Trust Morningstar Dividend Leaders Index Fund as of Q1 2023.

Based on First Horizon Advisors's 13F filing for Q1 2023, filed 15 May 2023.