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GW&K Investment Management’s First Trust Morningstar Dividend Leaders Index Fund FDL Stock Holding History

GW&K Investment 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
2022
Q3 		– Sell
-1,637
Closed -$58K – 556
2022
Q2 		$58K Buy
+1,637
New +$61.3K ﹤0.01% 375

Other funds holding FDL

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

GW&K Investment Management's FDL Position: Q3 2022 in Review

GW&K Investment Management sold out of First Trust Morningstar Dividend Leaders Index Fund (FDL) in Q3 2022, closing a stake of 1,637 shares — an estimated $58K sold.

GW&K Investment Management first reported a position in FDL in Q2 2022 and held it in 1 quarter. The position peaked at $58K in Q2 2022. 290 funds tracked by Wall St. Rank hold FDL as of Q3 2022.

  • GW&K Investment Management reported no remaining First Trust Morningstar Dividend Leaders Index Fund position as of Q3 2022 after selling out during the quarter.
  • GW&K Investment Management sold 1,637 First Trust Morningstar Dividend Leaders Index Fund shares in Q3 2022, an estimated $58K.
  • GW&K Investment Management first reported a position in First Trust Morningstar Dividend Leaders Index Fund in Q2 2022 and held it in 1 quarter.
  • GW&K Investment Management's First Trust Morningstar Dividend Leaders Index Fund position peaked at $58K in Q2 2022.
  • 290 funds tracked by Wall St. Rank held First Trust Morningstar Dividend Leaders Index Fund as of Q3 2022.

Based on GW&K Investment Management's 13F filing for Q3 2022, filed 9 Nov 2022.