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 $1.89T 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

ForthRight Wealth Management's FDL Position: Q3 2022 in Review

ForthRight Wealth Management sold out of First Trust Morningstar Dividend Leaders Index Fund (FDL) in Q3 2022, closing a stake of 5,966 shares — an estimated $210K sold.

ForthRight Wealth Management first reported a position in FDL in Q4 2020 and held it in 7 quarters. The position peaked at $3.4M in Q2 2021. 290 funds tracked by Wall St. Rank hold FDL as of Q3 2022.

ForthRight Wealth Management reported no remaining First Trust Morningstar Dividend Leaders Index Fund position as of Q3 2022 after selling out during the quarter.
ForthRight Wealth Management sold 5,966 First Trust Morningstar Dividend Leaders Index Fund shares in Q3 2022, an estimated $210K.
ForthRight Wealth Management first reported a position in First Trust Morningstar Dividend Leaders Index Fund in Q4 2020 and held it in 7 quarters.
ForthRight Wealth Management's First Trust Morningstar Dividend Leaders Index Fund position peaked at $3.4M in Q2 2021.
290 funds tracked by Wall St. Rank held First Trust Morningstar Dividend Leaders Index Fund as of Q3 2022.

Based on ForthRight Wealth Management's 13F filing for Q3 2022, filed 17 Oct 2022.