Israel Englander’s First Trust Morningstar Dividend Leaders Index Fund FDL Stock Holding History

Israel Englander’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
2023 Q4	–	Sell	-12,508	Closed	-$418K	–	6212
2023 Q3	$418K	Buy	+12,508	New	+$434K	﹤0.01%	4756
2016 Q3	–	Sell	-22,205	Closed	-$596K	–	3356
2016 Q2	$596K	Buy	22,205 +5,227	+31%	+$135K	﹤0.01%	2407
2016 Q1	$435K	Buy	+16,978	New	+$412K	﹤0.01%	2589
2015 Q1	–	Sell	-75,090	Closed	-$1.8M	–	3739
2014 Q4	$1.8M	Buy	+75,090	New	+$1.79M	﹤0.01%	2053

Other funds holding FDL

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

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

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

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 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

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

CAG

Csenge Advisory Group Clearwater, Florida $2.47B AUM 24.93% 1-Year Est. Return

Israel Englander's FDL Position: Q4 2023 in Review

Israel Englander sold out of First Trust Morningstar Dividend Leaders Index Fund (FDL) in Q4 2023, closing a stake of 12,508 shares — an estimated $418K sold.

Israel Englander first reported a position in FDL in Q4 2014 and held it in 4 quarters. The position peaked at $1.8M in Q4 2014. 362 funds tracked by Wall St. Rank hold FDL as of Q4 2023.

Israel Englander reported no remaining First Trust Morningstar Dividend Leaders Index Fund position as of Q4 2023 after selling out during the quarter.
Israel Englander sold 12,508 First Trust Morningstar Dividend Leaders Index Fund shares in Q4 2023, an estimated $418K.
Israel Englander first reported a position in First Trust Morningstar Dividend Leaders Index Fund in Q4 2014 and held it in 4 quarters.
Israel Englander's First Trust Morningstar Dividend Leaders Index Fund position peaked at $1.8M in Q4 2014.
362 funds tracked by Wall St. Rank held First Trust Morningstar Dividend Leaders Index Fund as of Q4 2023.

Based on Millennium Management's 13F filing for Q4 2023, filed 14 Feb 2024.