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Horan Securities’s First Trust Morningstar Dividend Leaders Index Fund FDL Stock Holding History

Horan Securities’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
2019
Q4 		– Sell
-540
Closed -$17K – 92
2019
Q3 		$17K Hold
540
– – 0.02% 128
2019
Q2 		$17K Buy
+540
New +$16.3K 0.02% 131

Other funds holding FDL

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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
AG
Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Horan Securities's FDL Position: Q4 2019 in Review

Horan Securities sold out of First Trust Morningstar Dividend Leaders Index Fund (FDL) in Q4 2019, closing a stake of 540 shares — an estimated $17K sold.

Horan Securities first reported a position in FDL in Q2 2019 and held it in 2 quarters. The position peaked at $17K in Q3 2019. 210 funds tracked by Wall St. Rank hold FDL as of Q4 2019.

  • Horan Securities reported no remaining First Trust Morningstar Dividend Leaders Index Fund position as of Q4 2019 after selling out during the quarter.
  • Horan Securities sold 540 First Trust Morningstar Dividend Leaders Index Fund shares in Q4 2019, an estimated $17K.
  • Horan Securities first reported a position in First Trust Morningstar Dividend Leaders Index Fund in Q2 2019 and held it in 2 quarters.
  • Horan Securities's First Trust Morningstar Dividend Leaders Index Fund position peaked at $17K in Q3 2019.
  • 210 funds tracked by Wall St. Rank held First Trust Morningstar Dividend Leaders Index Fund as of Q4 2019.

Based on Horan Securities's 13F filing for Q4 2019, filed 5 Feb 2020.