J. Arnold Wealth Management’s First Trust Morningstar Dividend Leaders Index Fund FDL Stock Holding History

J. Arnold Wealth 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
2023 Q4	$393K	Sell	10,961 -320	-3%	-$10.8K	0.13%	27
2023 Q3	$377K	Hold	11,281	–	–	0.15%	23
2023 Q2	$384K	Sell	11,281 -2,009	-15%	-$69.6K	0.16%	14
2023 Q1	$472K	Sell	13,290 -22,993	-63%	-$841K	0.23%	22
2022 Q4	$1.33M	Sell	36,283 -562,308	-94%	-$20.3M	0.65%	18
2022 Q3	$19.2M	Buy	+598,591	New	+$21.4M	10.84%	3
2021 Q4	–	Sell	-39,710	Closed	-$1.3M	–	57
2021 Q3	$1.3M	Sell	39,710 -1,680	-4%	-$56.3K	0.63%	15
2021 Q2	$1.37M	Buy	41,390 +2,825	+7%	+$95.9K	0.67%	14
2021 Q1	$1.26M	Buy	38,565 +25,385	+193%	+$787K	0.7%	16
2020 Q4	$390K	Buy	+13,180	New	+$372K	0.23%	32
2020 Q1	–	Sell	-69,583	Closed	-$2.27M	–	47
2019 Q4	$2.27M	Buy	+69,583	New	+$2.21M	2.91%	9

Other funds holding FDL

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

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

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 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 $1.37T AUM 24.88% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

CAG

Csenge Advisory Group Clearwater, Florida $2.18B AUM 16.73% 1-Year Est. Return

J. Arnold Wealth Management's FDL Position: Q4 2023 in Review

J. Arnold Wealth Management reduced its First Trust Morningstar Dividend Leaders Index Fund (FDL) stake by 2.8% in Q4 2023, selling an estimated $10.8K and leaving 10,961 shares worth $393K. The position accounts for 0.13% of the portfolio, ranked #27.

J. Arnold Wealth Management first reported a position in FDL in Q4 2019 and has held it in 11 quarters since. The position peaked at $19.2M in Q3 2022. 361 funds tracked by Wall St. Rank hold FDL as of Q4 2023.

J. Arnold Wealth Management held 10,961 shares of First Trust Morningstar Dividend Leaders Index Fund worth $393K as of Q4 2023.
J. Arnold Wealth Management sold 320 First Trust Morningstar Dividend Leaders Index Fund shares in Q4 2023, an estimated $10.8K.
First Trust Morningstar Dividend Leaders Index Fund made up 0.13% of J. Arnold Wealth Management's portfolio in Q4 2023, its #27 holding.
J. Arnold Wealth Management first reported a position in First Trust Morningstar Dividend Leaders Index Fund in Q4 2019 and has held it in 11 quarters since.
J. Arnold Wealth Management's First Trust Morningstar Dividend Leaders Index Fund position peaked at $19.2M in Q3 2022.
361 funds tracked by Wall St. Rank held First Trust Morningstar Dividend Leaders Index Fund as of Q4 2023.

Based on J. Arnold Wealth Management's 13F filing for Q4 2023, filed 17 Jan 2024.