HGERS
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Householder Group Estate & Retirement Specialist’s First Trust Morningstar Dividend Leaders Index Fund FDL Stock Holding History

Householder Group Estate & Retirement Specialist’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
2024
Q4 		$321K Sell
7,988
-250
-3% -$10.5K 0.24% 68
2024
Q3 		$345K Sell
8,238
-110
-1% -$4.44K 0.1% 177
2024
Q2 		$316K Sell
8,348
-100
-1% -$3.79K 0.09% 183
2024
Q1 		$325K Hold
8,448
– – 0.1% 177
2023
Q4 		$303K Hold
8,448
– – 0.1% 183
2023
Q3 		$283K Buy
+8,448
New +$293K 0.1% 172
2023
Q1 		$200K Buy
+5,647
New +$207K 0.08% 199
2022
Q4 		– Sell
-4,610
Closed -$148K – 558
2022
Q3 		$148K Buy
+4,610
New +$165K 0.06% 207

Other funds holding FDL

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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
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
RW
Rockport Wealth Fairview Park, Ohio $595M AUM 23.65% 1-Year Est. Return

Householder Group Estate & Retirement Specialist's FDL Position: Q4 2024 in Review

Householder Group Estate & Retirement Specialist reduced its First Trust Morningstar Dividend Leaders Index Fund (FDL) stake by 3% in Q4 2024, selling an estimated $10.5K and leaving 7,988 shares worth $321K. The position accounts for 0.24% of the portfolio, ranked #68.

Householder Group Estate & Retirement Specialist first reported a position in FDL in Q3 2022 and has held it in 8 quarters since. The position peaked at $345K in Q3 2024. 405 funds tracked by Wall St. Rank hold FDL as of Q4 2024.

  • Householder Group Estate & Retirement Specialist held 7,988 shares of First Trust Morningstar Dividend Leaders Index Fund worth $321K as of Q4 2024.
  • Householder Group Estate & Retirement Specialist sold 250 First Trust Morningstar Dividend Leaders Index Fund shares in Q4 2024, an estimated $10.5K.
  • First Trust Morningstar Dividend Leaders Index Fund made up 0.24% of Householder Group Estate & Retirement Specialist's portfolio in Q4 2024, its #68 holding.
  • Householder Group Estate & Retirement Specialist first reported a position in First Trust Morningstar Dividend Leaders Index Fund in Q3 2022 and has held it in 8 quarters since.
  • Householder Group Estate & Retirement Specialist's First Trust Morningstar Dividend Leaders Index Fund position peaked at $345K in Q3 2024.
  • 405 funds tracked by Wall St. Rank held First Trust Morningstar Dividend Leaders Index Fund as of Q4 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2024, filed 15 Jan 2025.