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Ifrah Financial Services’s First Trust Morningstar Dividend Leaders Index Fund FDL Stock Holding History

Ifrah Financial Services’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
2023
Q2 		– Sell
-6,678
Closed -$237K – 207
2023
Q1 		$237K Sell
6,678
-70
-1% -$2.56K 0.08% 179
2022
Q4 		$247K Buy
+6,748
New +$243K 0.08% 170

Other funds holding FDL

LPL Financial
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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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 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
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Ifrah Financial Services's FDL Position: Q2 2023 in Review

Ifrah Financial Services sold out of First Trust Morningstar Dividend Leaders Index Fund (FDL) in Q2 2023, closing a stake of 6,678 shares — an estimated $237K sold.

Ifrah Financial Services first reported a position in FDL in Q4 2022 and held it in 2 quarters. The position peaked at $247K in Q4 2022. 345 funds tracked by Wall St. Rank hold FDL as of Q2 2023.

  • Ifrah Financial Services reported no remaining First Trust Morningstar Dividend Leaders Index Fund position as of Q2 2023 after selling out during the quarter.
  • Ifrah Financial Services sold 6,678 First Trust Morningstar Dividend Leaders Index Fund shares in Q2 2023, an estimated $237K.
  • Ifrah Financial Services first reported a position in First Trust Morningstar Dividend Leaders Index Fund in Q4 2022 and held it in 2 quarters.
  • Ifrah Financial Services's First Trust Morningstar Dividend Leaders Index Fund position peaked at $247K in Q4 2022.
  • 345 funds tracked by Wall St. Rank held First Trust Morningstar Dividend Leaders Index Fund as of Q2 2023.

Based on Ifrah Financial Services's 13F filing for Q2 2023, filed 1 Aug 2023.