Fortitude Advisory Group’s First Trust Morningstar Dividend Leaders Index Fund FDL Stock Holding History

Fortitude Advisory 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 Q2	–	Sell	-3,374	Closed	-$126K	–	565
2022 Q1	$126K	Hold	3,374	–	–	0.07%	299
2021 Q4	$120K	Buy	+3,374	New	+$115K	0.06%	306

Other funds holding FDL

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

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

LPL Financial San Diego, California $377B AUM 19.32% 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

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

RJFSA

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

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

OCM

One Capital Management Westlake Village, California $3.65B AUM 15.32% 1-Year Est. Return

Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return

Fortitude Advisory Group's FDL Position: Q2 2022 in Review

Fortitude Advisory Group sold out of First Trust Morningstar Dividend Leaders Index Fund (FDL) in Q2 2022, closing a stake of 3,374 shares — an estimated $126K sold.

Fortitude Advisory Group first reported a position in FDL in Q4 2021 and held it in 2 quarters. The position peaked at $126K in Q1 2022. 285 funds tracked by Wall St. Rank hold FDL as of Q2 2022.

Fortitude Advisory Group reported no remaining First Trust Morningstar Dividend Leaders Index Fund position as of Q2 2022 after selling out during the quarter.
Fortitude Advisory Group sold 3,374 First Trust Morningstar Dividend Leaders Index Fund shares in Q2 2022, an estimated $126K.
Fortitude Advisory Group first reported a position in First Trust Morningstar Dividend Leaders Index Fund in Q4 2021 and held it in 2 quarters.
Fortitude Advisory Group's First Trust Morningstar Dividend Leaders Index Fund position peaked at $126K in Q1 2022.
285 funds tracked by Wall St. Rank held First Trust Morningstar Dividend Leaders Index Fund as of Q2 2022.

Based on Fortitude Advisory Group's 13F filing for Q2 2022, filed 16 Aug 2022.