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Heritage Wealth Management (Arizona)’s First Trust Morningstar Dividend Leaders Index Fund FDL Stock Holding History

Heritage Wealth Management (Arizona)’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
Q4 		$53.2K Buy
1,454
+727
+100% +$26.2K 0.01% 491
2022
Q3 		$23K Buy
+727
New +$26K 0.01% 506

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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Heritage Wealth Management (Arizona)'s FDL Position: Q4 2022 in Review

Heritage Wealth Management (Arizona) increased its First Trust Morningstar Dividend Leaders Index Fund (FDL) stake by 100% in Q4 2022, buying an estimated $26.2K and bringing the position to 1,454 shares worth $53.2K. The position accounts for 0.01% of the portfolio, ranked #491.

Heritage Wealth Management (Arizona) first reported a position in FDL in Q3 2022 and has held it in 2 quarters since. 358 funds tracked by Wall St. Rank hold FDL as of Q4 2022.

  • Heritage Wealth Management (Arizona) held 1,454 shares of First Trust Morningstar Dividend Leaders Index Fund worth $53.2K as of Q4 2022.
  • Heritage Wealth Management (Arizona) bought 727 First Trust Morningstar Dividend Leaders Index Fund shares in Q4 2022, an estimated $26.2K.
  • First Trust Morningstar Dividend Leaders Index Fund made up 0.01% of Heritage Wealth Management (Arizona)'s portfolio in Q4 2022, its #491 holding.
  • Heritage Wealth Management (Arizona) first reported a position in First Trust Morningstar Dividend Leaders Index Fund in Q3 2022 and has held it in 2 quarters since.
  • 358 funds tracked by Wall St. Rank held First Trust Morningstar Dividend Leaders Index Fund as of Q4 2022.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q4 2022, filed 13 Feb 2023.