Fulcrum Equity Management’s First Trust Morningstar Dividend Leaders Index Fund FDL Stock Holding History

Fulcrum Equity 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
2023 Q1	–	Sell	-75,294	Closed	-$2.75M	–	93
2022 Q4	$2.75M	Sell	75,294 -7,085	-9%	-$255K	2.26%	14
2022 Q3	$2.65M	Sell	82,379 -3,782	-4%	-$135K	2.24%	13
2022 Q2	$3.04M	Sell	86,161 -72,354	-46%	-$2.71M	2.45%	6
2022 Q1	$5.93M	Buy	+158,515	New	+$5.78M	3.52%	4

Other funds holding FDL

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 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

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

RJFSA

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

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Fulcrum Equity Management's FDL Position: Q1 2023 in Review

Fulcrum Equity Management sold out of First Trust Morningstar Dividend Leaders Index Fund (FDL) in Q1 2023, closing a stake of 75,294 shares — an estimated $2.75M sold.

Fulcrum Equity Management first reported a position in FDL in Q1 2022 and held it in 4 quarters. The position peaked at $5.93M in Q1 2022. 359 funds tracked by Wall St. Rank hold FDL as of Q1 2023.

Fulcrum Equity Management reported no remaining First Trust Morningstar Dividend Leaders Index Fund position as of Q1 2023 after selling out during the quarter.
Fulcrum Equity Management sold 75,294 First Trust Morningstar Dividend Leaders Index Fund shares in Q1 2023, an estimated $2.75M.
Fulcrum Equity Management first reported a position in First Trust Morningstar Dividend Leaders Index Fund in Q1 2022 and held it in 4 quarters.
Fulcrum Equity Management's First Trust Morningstar Dividend Leaders Index Fund position peaked at $5.93M in Q1 2022.
359 funds tracked by Wall St. Rank held First Trust Morningstar Dividend Leaders Index Fund as of Q1 2023.

Based on Fulcrum Equity Management's 13F filing for Q1 2023, filed 6 Apr 2023.