Integrated Advisors Network’s First Trust Morningstar Dividend Leaders Index Fund FDL Stock Holding History

Integrated Advisors Network’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 Q2	–	Sell	-15,668	Closed	-$587K	–	685
2022 Q1	$587K	Sell	15,668 -643	-4%	-$23.4K	0.03%	403
2021 Q4	$580K	Buy	16,311 +13	+0.1%	+$443	0.03%	384
2021 Q3	$534K	Sell	16,298 -492	-3%	-$16.5K	0.04%	381
2021 Q2	$557K	Buy	16,790 +11	+0.1%	+$374	0.04%	336
2021 Q1	$549K	Buy	+16,779	New	+$520K	0.05%	315

Other funds holding FDL

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

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

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 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

OCM

One Capital Management Westlake Village, California $3.6B AUM 16.02% 1-Year Est. Return

Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return

Integrated Advisors Network's FDL Position: Q2 2022 in Review

Integrated Advisors Network sold out of First Trust Morningstar Dividend Leaders Index Fund (FDL) in Q2 2022, closing a stake of 15,668 shares — an estimated $587K sold.

Integrated Advisors Network first reported a position in FDL in Q1 2021 and held it in 5 quarters. The position peaked at $587K in Q1 2022. 285 funds tracked by Wall St. Rank hold FDL as of Q2 2022.

Integrated Advisors Network reported no remaining First Trust Morningstar Dividend Leaders Index Fund position as of Q2 2022 after selling out during the quarter.
Integrated Advisors Network sold 15,668 First Trust Morningstar Dividend Leaders Index Fund shares in Q2 2022, an estimated $587K.
Integrated Advisors Network first reported a position in First Trust Morningstar Dividend Leaders Index Fund in Q1 2021 and held it in 5 quarters.
Integrated Advisors Network's First Trust Morningstar Dividend Leaders Index Fund position peaked at $587K in Q1 2022.
285 funds tracked by Wall St. Rank held First Trust Morningstar Dividend Leaders Index Fund as of Q2 2022.

Based on Integrated Advisors Network's 13F filing for Q2 2022, filed 12 Aug 2022.