Fisher Asset Management
FDL icon

Fisher Asset Management’s First Trust Morningstar Dividend Leaders Index Fund FDL Stock Holding History

Fisher Asset Management’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 		– Sell
-20,190
Closed -$766K – 953
2024
Q2 		$766K Buy
+20,190
New +$766K ﹤0.01% 714

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RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
CAG
Csenge Advisory Group Clearwater, Florida $2.47B AUM 24.93% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
RW
Rockport Wealth Fairview Park, Ohio $595M AUM 23.65% 1-Year Est. Return

Fisher Asset Management's FDL Position: Q3 2024 in Review

Fisher Asset Management sold out of First Trust Morningstar Dividend Leaders Index Fund (FDL) in Q3 2024, closing a stake of 20,190 shares — an estimated $766K sold.

Fisher Asset Management first reported a position in FDL in Q2 2024 and held it in 1 quarter. The position peaked at $766K in Q2 2024. 372 funds tracked by Wall St. Rank hold FDL as of Q3 2024.

  • Fisher Asset Management reported no remaining First Trust Morningstar Dividend Leaders Index Fund position as of Q3 2024 after selling out during the quarter.
  • Fisher Asset Management sold 20,190 First Trust Morningstar Dividend Leaders Index Fund shares in Q3 2024, an estimated $766K.
  • Fisher Asset Management first reported a position in First Trust Morningstar Dividend Leaders Index Fund in Q2 2024 and held it in 1 quarter.
  • Fisher Asset Management's First Trust Morningstar Dividend Leaders Index Fund position peaked at $766K in Q2 2024.
  • 372 funds tracked by Wall St. Rank held First Trust Morningstar Dividend Leaders Index Fund as of Q3 2024.

Based on Fisher Asset Management's 13F filing for Q3 2024, filed 12 Nov 2024.