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Impact Partnership Wealth’s First Trust Morningstar Dividend Leaders Index Fund FDL Stock Holding History

Impact Partnership Wealth’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
Q2 		– Sell
-31
Closed -$1.19K – 368
2024
Q1 		$1.19K Buy
+31
New +$1.14K ﹤0.01% 609
2023
Q3 		– Sell
-750
Closed -$25.5K – 1070
2023
Q2 		$25.5K Buy
+750
New +$26K 0.01% 312

Other funds holding FDL

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
CAG
Csenge Advisory Group Clearwater, Florida $2.47B AUM 24.93% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Impact Partnership Wealth's FDL Position: Q2 2024 in Review

Impact Partnership Wealth sold out of First Trust Morningstar Dividend Leaders Index Fund (FDL) in Q2 2024, closing a stake of 31 shares — an estimated $1.19K sold.

Impact Partnership Wealth first reported a position in FDL in Q2 2023 and held it in 2 quarters. The position peaked at $25.5K in Q2 2023. 354 funds tracked by Wall St. Rank hold FDL as of Q2 2024.

  • Impact Partnership Wealth reported no remaining First Trust Morningstar Dividend Leaders Index Fund position as of Q2 2024 after selling out during the quarter.
  • Impact Partnership Wealth sold 31 First Trust Morningstar Dividend Leaders Index Fund shares in Q2 2024, an estimated $1.19K.
  • Impact Partnership Wealth first reported a position in First Trust Morningstar Dividend Leaders Index Fund in Q2 2023 and held it in 2 quarters.
  • Impact Partnership Wealth's First Trust Morningstar Dividend Leaders Index Fund position peaked at $25.5K in Q2 2023.
  • 354 funds tracked by Wall St. Rank held First Trust Morningstar Dividend Leaders Index Fund as of Q2 2024.

Based on Impact Partnership Wealth's 13F filing for Q2 2024, filed 2 Aug 2024.