GSA Capital Partners’s First Trust Morningstar Dividend Leaders Index Fund FDL Stock Holding History

GSA Capital Partners’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 Q1	–	Sell	-74,200	Closed	-$2.66M	–	1716
2023 Q4	$2.66M	Buy	74,200 +2,318	+3%	+$78.5K	0.22%	54
2023 Q3	$2.4M	Buy	71,882 +29,582	+70%	+$1.03M	0.21%	60
2023 Q2	$1.44M	Buy	+42,300	New	+$1.47M	0.14%	153

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

RJFSA

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

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

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

CAG

Csenge Advisory Group Clearwater, Florida $2.47B AUM 24.93% 1-Year Est. Return

GSA Capital Partners's FDL Position: Q1 2024 in Review

GSA Capital Partners sold out of First Trust Morningstar Dividend Leaders Index Fund (FDL) in Q1 2024, closing a stake of 74,200 shares — an estimated $2.66M sold.

GSA Capital Partners first reported a position in FDL in Q2 2023 and held it in 3 quarters. The position peaked at $2.66M in Q4 2023. 363 funds tracked by Wall St. Rank hold FDL as of Q1 2024.

GSA Capital Partners reported no remaining First Trust Morningstar Dividend Leaders Index Fund position as of Q1 2024 after selling out during the quarter.
GSA Capital Partners sold 74,200 First Trust Morningstar Dividend Leaders Index Fund shares in Q1 2024, an estimated $2.66M.
GSA Capital Partners first reported a position in First Trust Morningstar Dividend Leaders Index Fund in Q2 2023 and held it in 3 quarters.
GSA Capital Partners's First Trust Morningstar Dividend Leaders Index Fund position peaked at $2.66M in Q4 2023.
363 funds tracked by Wall St. Rank held First Trust Morningstar Dividend Leaders Index Fund as of Q1 2024.

Based on GSA Capital Partners's 13F filing for Q1 2024, filed 3 May 2024.