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FRG Family Wealth Advisors’s First Trust Morningstar Dividend Leaders Index Fund FDL Stock Holding History

FRG Family Wealth Advisors’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
Q2 		– Sell
-61
Closed -$2.27K – 219
2024
Q1 		$2.27K Buy
+61
New +$2.23K ﹤0.01% 318

Other funds holding FDL

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 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 $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

FRG Family Wealth Advisors's FDL Position: Q2 2024 in Review

FRG Family Wealth Advisors sold out of First Trust Morningstar Dividend Leaders Index Fund (FDL) in Q2 2024, closing a stake of 61 shares — an estimated $2.27K sold.

FRG Family Wealth Advisors first reported a position in FDL in Q1 2024 and held it in 1 quarter. The position peaked at $2.27K in Q1 2024. 354 funds tracked by Wall St. Rank hold FDL as of Q2 2024.

  • FRG Family Wealth Advisors reported no remaining First Trust Morningstar Dividend Leaders Index Fund position as of Q2 2024 after selling out during the quarter.
  • FRG Family Wealth Advisors sold 61 First Trust Morningstar Dividend Leaders Index Fund shares in Q2 2024, an estimated $2.27K.
  • FRG Family Wealth Advisors first reported a position in First Trust Morningstar Dividend Leaders Index Fund in Q1 2024 and held it in 1 quarter.
  • FRG Family Wealth Advisors's First Trust Morningstar Dividend Leaders Index Fund position peaked at $2.27K in Q1 2024.
  • 354 funds tracked by Wall St. Rank held First Trust Morningstar Dividend Leaders Index Fund as of Q2 2024.

Based on FRG Family Wealth Advisors's 13F filing for Q2 2024, filed 7 Aug 2024.