FFA
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Founders Financial Alliance’s First Trust Morningstar Dividend Leaders Index Fund FDL Stock Holding History

Founders Financial Alliance’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
2020
Q4 		– Sell
-912
Closed -$24K – 712
2020
Q3 		$24K Buy
+912
New +$24.2K 0.01% 529

Other funds holding FDL

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B 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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

Founders Financial Alliance's FDL Position: Q4 2020 in Review

Founders Financial Alliance sold out of First Trust Morningstar Dividend Leaders Index Fund (FDL) in Q4 2020, closing a stake of 912 shares — an estimated $24K sold.

Founders Financial Alliance first reported a position in FDL in Q3 2020 and held it in 1 quarter. The position peaked at $24K in Q3 2020. 190 funds tracked by Wall St. Rank hold FDL as of Q4 2020.

  • Founders Financial Alliance reported no remaining First Trust Morningstar Dividend Leaders Index Fund position as of Q4 2020 after selling out during the quarter.
  • Founders Financial Alliance sold 912 First Trust Morningstar Dividend Leaders Index Fund shares in Q4 2020, an estimated $24K.
  • Founders Financial Alliance first reported a position in First Trust Morningstar Dividend Leaders Index Fund in Q3 2020 and held it in 1 quarter.
  • Founders Financial Alliance's First Trust Morningstar Dividend Leaders Index Fund position peaked at $24K in Q3 2020.
  • 190 funds tracked by Wall St. Rank held First Trust Morningstar Dividend Leaders Index Fund as of Q4 2020.

Based on Founders Financial Alliance's 13F filing for Q4 2020, filed 4 Feb 2021.