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Guardian Wealth Advisors (North Carolina)’s First Trust Morningstar Dividend Leaders Index Fund FDL Stock Holding History

Guardian Wealth Advisors (North Carolina)’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
Q2 		– Sell
-6,838
Closed -$243K – 422
2023
Q1 		$243K Buy
+6,838
New +$250K 0.04% 185

Other funds holding FDL

LPL Financial
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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 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
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Guardian Wealth Advisors (North Carolina)'s FDL Position: Q2 2023 in Review

Guardian Wealth Advisors (North Carolina) sold out of First Trust Morningstar Dividend Leaders Index Fund (FDL) in Q2 2023, closing a stake of 6,838 shares — an estimated $243K sold.

Guardian Wealth Advisors (North Carolina) first reported a position in FDL in Q1 2023 and held it in 1 quarter. The position peaked at $243K in Q1 2023. 345 funds tracked by Wall St. Rank hold FDL as of Q2 2023.

  • Guardian Wealth Advisors (North Carolina) reported no remaining First Trust Morningstar Dividend Leaders Index Fund position as of Q2 2023 after selling out during the quarter.
  • Guardian Wealth Advisors (North Carolina) sold 6,838 First Trust Morningstar Dividend Leaders Index Fund shares in Q2 2023, an estimated $243K.
  • Guardian Wealth Advisors (North Carolina) first reported a position in First Trust Morningstar Dividend Leaders Index Fund in Q1 2023 and held it in 1 quarter.
  • Guardian Wealth Advisors (North Carolina)'s First Trust Morningstar Dividend Leaders Index Fund position peaked at $243K in Q1 2023.
  • 345 funds tracked by Wall St. Rank held First Trust Morningstar Dividend Leaders Index Fund as of Q2 2023.

Based on Guardian Wealth Advisors (North Carolina)'s 13F filing for Q2 2023, filed 14 Aug 2023.