Hayden Royal’s First Trust Morningstar Dividend Leaders Index Fund FDL Stock Holding History

Hayden Royal’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
2021 Q3	–	Sell	-6,373	Closed	-$211K	–	121
2021 Q2	$211K	Sell	6,373 -27	-0.4%	-$917	0.12%	180
2021 Q1	$209K	Buy	+6,400	New	+$199K	0.12%	179
2020 Q4	–	Sell	-10,413	Closed	-$271K	–	494
2020 Q3	$271K	Buy	10,413 +3	+0%	+$79	0.14%	156
2020 Q2	$264K	Sell	10,410 -3,961	-28%	-$98.6K	0.15%	124
2020 Q1	$321K	Sell	14,371 -1,531	-10%	-$44.1K	0.19%	129
2019 Q4	$502K	Buy	15,902 +1,304	+9%	+$41.5K	0.25%	96
2019 Q3	$453K	Sell	14,598 -72	-0.5%	-$2.2K	0.4%	82
2019 Q2	$453K	Sell	14,670 -13	-0.1%	-$393	0.48%	64
2019 Q1	$443K	Buy	14,683 +1	+0%	+$29	0.58%	57
2018 Q4	$400K	Buy	+14,682	New	+$426K	0.2%	110

Other funds holding FDL

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

RJFSA

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

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Stephens Inc Little Rock, Arkansas $7.99B AUM 21.6% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Hayden Royal's FDL Position: Q3 2021 in Review

Hayden Royal sold out of First Trust Morningstar Dividend Leaders Index Fund (FDL) in Q3 2021, closing a stake of 6,373 shares — an estimated $211K sold.

Hayden Royal first reported a position in FDL in Q4 2018 and held it in 10 quarters. The position peaked at $502K in Q4 2019. 206 funds tracked by Wall St. Rank hold FDL as of Q3 2021.

Hayden Royal reported no remaining First Trust Morningstar Dividend Leaders Index Fund position as of Q3 2021 after selling out during the quarter.
Hayden Royal sold 6,373 First Trust Morningstar Dividend Leaders Index Fund shares in Q3 2021, an estimated $211K.
Hayden Royal first reported a position in First Trust Morningstar Dividend Leaders Index Fund in Q4 2018 and held it in 10 quarters.
Hayden Royal's First Trust Morningstar Dividend Leaders Index Fund position peaked at $502K in Q4 2019.
206 funds tracked by Wall St. Rank held First Trust Morningstar Dividend Leaders Index Fund as of Q3 2021.

Based on Hayden Royal's 13F filing for Q3 2021, filed 15 Nov 2021.