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 San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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 Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Institutional & Family Asset Management's FDL Position: Q2 2024 in Review

Institutional & Family Asset Management increased its First Trust Morningstar Dividend Leaders Index Fund (FDL) stake by 1.2% in Q2 2024, buying an estimated $341 and bringing the position to 769 shares worth $29.2K. The position accounts for ﹤0.01% of the portfolio, ranked #296.

Institutional & Family Asset Management first reported a position in FDL in Q3 2022 and has held it in 8 quarters since. The position peaked at $29.2K in Q1 2024. 354 funds tracked by Wall St. Rank hold FDL as of Q2 2024.

Institutional & Family Asset Management held 769 shares of First Trust Morningstar Dividend Leaders Index Fund worth $29.2K as of Q2 2024.
Institutional & Family Asset Management bought 9 First Trust Morningstar Dividend Leaders Index Fund shares in Q2 2024, an estimated $341.
First Trust Morningstar Dividend Leaders Index Fund made up ﹤0.01% of Institutional & Family Asset Management's portfolio in Q2 2024, its #296 holding.
Institutional & Family Asset Management first reported a position in First Trust Morningstar Dividend Leaders Index Fund in Q3 2022 and has held it in 8 quarters since.
Institutional & Family Asset Management's First Trust Morningstar Dividend Leaders Index Fund position peaked at $29.2K in Q1 2024.
354 funds tracked by Wall St. Rank held First Trust Morningstar Dividend Leaders Index Fund as of Q2 2024.

Based on Institutional & Family Asset Management's 13F filing for Q2 2024, filed 5 Jul 2024.