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Glassman Wealth Services’s First Trust Morningstar Dividend Leaders Index Fund FDL Stock Holding History

Glassman Wealth Services’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
Q4 		– Sell
-525
Closed -$22K – 182
2024
Q3 		$22K Hold
525
– – ﹤0.01% 127
2024
Q2 		$19.9K Hold
525
– – ﹤0.01% 131
2024
Q1 		$20.2K Buy
+525
New +$19.2K ﹤0.01% 139

Other funds holding FDL

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
RW
Rockport Wealth Fairview Park, Ohio $549M AUM 22.95% 1-Year Est. Return

Glassman Wealth Services's FDL Position: Q4 2024 in Review

Glassman Wealth Services sold out of First Trust Morningstar Dividend Leaders Index Fund (FDL) in Q4 2024, closing a stake of 525 shares — an estimated $22K sold.

Glassman Wealth Services first reported a position in FDL in Q1 2024 and held it in 3 quarters. The position peaked at $22K in Q3 2024. 405 funds tracked by Wall St. Rank hold FDL as of Q4 2024.

  • Glassman Wealth Services reported no remaining First Trust Morningstar Dividend Leaders Index Fund position as of Q4 2024 after selling out during the quarter.
  • Glassman Wealth Services sold 525 First Trust Morningstar Dividend Leaders Index Fund shares in Q4 2024, an estimated $22K.
  • Glassman Wealth Services first reported a position in First Trust Morningstar Dividend Leaders Index Fund in Q1 2024 and held it in 3 quarters.
  • Glassman Wealth Services's First Trust Morningstar Dividend Leaders Index Fund position peaked at $22K in Q3 2024.
  • 405 funds tracked by Wall St. Rank held First Trust Morningstar Dividend Leaders Index Fund as of Q4 2024.

Based on Glassman Wealth Services's 13F filing for Q4 2024, filed 5 Feb 2025.