Ipsen Advisor Group’s First Trust Morningstar Dividend Leaders Index Fund FDL Stock Holding History

Ipsen Advisor Group’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 Q4	$565K	Buy	+15,447	New	+$557K	0.65%	36

Other funds holding FDL

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Ipsen Advisor Group's FDL Position: Q4 2022 in Review

Ipsen Advisor Group opened a new position in First Trust Morningstar Dividend Leaders Index Fund (FDL) in Q4 2022: 15,447 shares worth $565K. The stake represents 0.65% of the portfolio and ranks #36 among its holdings.

357 funds tracked by Wall St. Rank hold FDL as of Q4 2022.

Ipsen Advisor Group held 15,447 shares of First Trust Morningstar Dividend Leaders Index Fund worth $565K as of Q4 2022.
First Trust Morningstar Dividend Leaders Index Fund was a new Ipsen Advisor Group position in Q4 2022.
First Trust Morningstar Dividend Leaders Index Fund made up 0.65% of Ipsen Advisor Group's portfolio in Q4 2022, its #36 holding.
357 funds tracked by Wall St. Rank held First Trust Morningstar Dividend Leaders Index Fund as of Q4 2022.

Based on Ipsen Advisor Group's 13F filing for Q4 2022, filed 10 Feb 2023.