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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
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B 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
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 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
OCM
One Capital Management Westlake Village, California $3.61B AUM 15.32% 1-Year Est. Return
CA
Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return