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John Overdeck’s First Trust Morningstar Dividend Leaders Index Fund FDL Stock Holding History

John Overdeck’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
2024
Q4 		– Sell
-332,200
Closed -$13.9M – 3292
2024
Q3 		$13.9M Buy
+332,200
New +$13.4M 0.03% 624
2023
Q4 		– Sell
-33,391
Closed -$1.12M – 3217
2023
Q3 		$1.12M Sell
33,391
-32,709
-49% -$1.13M ﹤0.01% 1870
2023
Q2 		$2.25M Buy
+66,100
New +$2.29M 0.01% 1358

Other funds holding FDL

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
RW
Rockport Wealth Fairview Park, Ohio $595M AUM 23.65% 1-Year Est. Return

John Overdeck's FDL Position: Q4 2024 in Review

John Overdeck sold out of First Trust Morningstar Dividend Leaders Index Fund (FDL) in Q4 2024, closing a stake of 332,200 shares — an estimated $13.9M sold.

John Overdeck first reported a position in FDL in Q2 2023 and held it in 3 quarters. The position peaked at $13.9M in Q3 2024. 405 funds tracked by Wall St. Rank hold FDL as of Q4 2024.

  • John Overdeck reported no remaining First Trust Morningstar Dividend Leaders Index Fund position as of Q4 2024 after selling out during the quarter.
  • John Overdeck sold 332,200 First Trust Morningstar Dividend Leaders Index Fund shares in Q4 2024, an estimated $13.9M.
  • John Overdeck first reported a position in First Trust Morningstar Dividend Leaders Index Fund in Q2 2023 and held it in 3 quarters.
  • John Overdeck's First Trust Morningstar Dividend Leaders Index Fund position peaked at $13.9M in Q3 2024.
  • 405 funds tracked by Wall St. Rank held First Trust Morningstar Dividend Leaders Index Fund as of Q4 2024.

Based on Two Sigma Investments's 13F filing for Q4 2024, filed 14 Feb 2025.