IFAM
FDL icon

Institutional & Family Asset Management’s First Trust Morningstar Dividend Leaders Index Fund FDL Stock Holding History

Institutional & Family Asset Management’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 		$29.2K Buy
769
+9
+1% +$341 ﹤0.01% 296
2024
Q1 		$29.2K Buy
760
+7
+0.9% +$256 ﹤0.01% 294
2023
Q4 		$27K Buy
753
+11
+1% +$373 ﹤0.01% 290
2023
Q3 		$24.8K Buy
742
+8
+1% +$277 ﹤0.01% 286
2023
Q2 		$25K Buy
734
+9
+1% +$312 ﹤0.01% 289
2023
Q1 		$25.7K Buy
725
+7
+1% +$256 ﹤0.01% 278
2022
Q4 		$26.3K Buy
718
+7
+1% +$252 ﹤0.01% 280
2022
Q3 		$23K Buy
+711
New +$25.4K ﹤0.01% 295

Other funds holding FDL

LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75B AUM 31.89% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
CAG
Csenge Advisory Group Clearwater, Florida $2.18B AUM 16.73% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return