ForthRight Wealth Management’s First Trust Morningstar Dividend Leaders Index Fund FDL Stock Holding History

ForthRight Wealth 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
2022 Q3	–	Sell	-5,966	Closed	-$210K	–	48
2022 Q2	$210K	Buy	5,966 +18	+0.3%	+$674	0.12%	43
2022 Q1	$223K	Sell	5,948 -3,415	-36%	-$125K	0.12%	40
2021 Q4	$333K	Sell	9,363 -90,263	-91%	-$3.08M	0.18%	34
2021 Q3	$3.26M	Sell	99,626 -2,832	-3%	-$94.9K	1.98%	11
2021 Q2	$3.4M	Sell	102,458 -784	-0.8%	-$26.6K	2.16%	10
2021 Q1	$3.38M	Sell	103,242 -3,600	-3%	-$112K	2.29%	10
2020 Q4	$3.16M	Buy	+106,842	New	+$3.02M	2.48%	10

Other funds holding FDL

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

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

Bank of America

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

Raymond James Financial Services Advisors St. Petersburg, Florida $75B AUM 31.89% 1-Year Est. Return

Stifel Financial

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

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