HR
FDL icon

Howe & Rusling’s First Trust Morningstar Dividend Leaders Index Fund FDL Stock Holding History

Howe & Rusling’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 		– Sell
-129
Closed -$4K – 568
2022
Q3 		$4K Buy
+129
New +$4.61K ﹤0.01% 709

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

Howe & Rusling's FDL Position: Q4 2022 in Review

Howe & Rusling sold out of First Trust Morningstar Dividend Leaders Index Fund (FDL) in Q4 2022, closing a stake of 129 shares — an estimated $4K sold.

Howe & Rusling first reported a position in FDL in Q3 2022 and held it in 1 quarter. The position peaked at $4K in Q3 2022. 358 funds tracked by Wall St. Rank hold FDL as of Q4 2022.

  • Howe & Rusling reported no remaining First Trust Morningstar Dividend Leaders Index Fund position as of Q4 2022 after selling out during the quarter.
  • Howe & Rusling sold 129 First Trust Morningstar Dividend Leaders Index Fund shares in Q4 2022, an estimated $4K.
  • Howe & Rusling first reported a position in First Trust Morningstar Dividend Leaders Index Fund in Q3 2022 and held it in 1 quarter.
  • Howe & Rusling's First Trust Morningstar Dividend Leaders Index Fund position peaked at $4K in Q3 2022.
  • 358 funds tracked by Wall St. Rank held First Trust Morningstar Dividend Leaders Index Fund as of Q4 2022.

Based on Howe & Rusling's 13F filing for Q4 2022, filed 15 Feb 2023.