JP Morgan Private Wealth Advisors’s First Trust Morningstar Dividend Leaders Index Fund FDL Stock Holding History

JP Morgan Private Wealth Advisors’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 Q3	$996K	Sell	29,799 -32,267	-52%	-$1.12M	﹤0.01%	972
2023 Q2	$2.11M	Sell	62,066 -149,866	-71%	-$5.19M	0.01%	545
2023 Q1	$7.52M	Buy	211,932 +11,678	+6%	+$427K	0.02%	492
2022 Q4	$7.32M	Buy	200,254 +149,371	+294%	+$5.38M	0.02%	492
2022 Q3	$1.64M	Buy	50,883 +10,661	+27%	+$381K	﹤0.01%	920
2022 Q2	$1.42M	Buy	40,222 +9,550	+31%	+$357K	﹤0.01%	970
2022 Q1	$1.15M	Buy	30,672 +5,033	+20%	+$183K	﹤0.01%	1150
2021 Q4	$912K	Sell	25,639 -3,734	-13%	-$127K	﹤0.01%	1287
2021 Q3	$962K	Buy	29,373 +905	+3%	+$30.3K	﹤0.01%	1228
2021 Q2	$945K	Buy	28,468 +11,666	+69%	+$396K	﹤0.01%	1225
2021 Q1	$550K	Buy	16,802 +7,108	+73%	+$220K	﹤0.01%	1273
2020 Q4	$287K	Buy	9,694 +726	+8%	+$20.5K	﹤0.01%	1514
2020 Q3	$234K	Buy	8,968 +32	+0.4%	+$848	﹤0.01%	1469
2020 Q2	$227K	Buy	+8,936	New	+$222K	﹤0.01%	1418
2020 Q1	–	Sell	-53,990	Closed	-$1.76M	–	1456
2019 Q4	$1.76M	Buy	53,990 +306	+0.6%	+$9.74K	0.01%	638
2019 Q3	$1.67M	Buy	53,684 +511	+1%	+$15.6K	0.01%	620
2019 Q2	$1.63M	Buy	53,173 +22	+0%	+$665	0.01%	631
2019 Q1	$1.6M	Buy	53,151 +31	+0.1%	+$899	0.01%	666
2018 Q4	$1.45M	Buy	+53,120	New	+$1.54M	0.01%	639
2016 Q1	–	Sell	-8,865	Closed	-$210K	–	1258
2015 Q4	$210K	Buy	+8,865	New	+$209K	﹤0.01%	1004
2015 Q3	–	Sell	-8,865	Closed	-$202K	–	1080
2015 Q2	$202K	Sell	8,865 -2,505	-22%	-$59.4K	﹤0.01%	972
2015 Q1	$265K	Buy	+11,370	New	+$272K	﹤0.01%	937

Other funds holding FDL

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 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

RJFSA

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

JP Morgan Private Wealth Advisors's FDL Position: Q3 2023 in Review

JP Morgan Private Wealth Advisors reduced its First Trust Morningstar Dividend Leaders Index Fund (FDL) stake by 52% in Q3 2023, selling an estimated $1.12M and leaving 29,799 shares worth $996K. The position accounts for ﹤0.01% of the portfolio, ranked #972.

JP Morgan Private Wealth Advisors first reported a position in FDL in Q1 2015 and has held it in 22 quarters since. The position peaked at $7.52M in Q1 2023. 348 funds tracked by Wall St. Rank hold FDL as of Q3 2023.

JP Morgan Private Wealth Advisors held 29,799 shares of First Trust Morningstar Dividend Leaders Index Fund worth $996K as of Q3 2023.
JP Morgan Private Wealth Advisors sold 32,267 First Trust Morningstar Dividend Leaders Index Fund shares in Q3 2023, an estimated $1.12M.
First Trust Morningstar Dividend Leaders Index Fund made up ﹤0.01% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #972 holding.
JP Morgan Private Wealth Advisors first reported a position in First Trust Morningstar Dividend Leaders Index Fund in Q1 2015 and has held it in 22 quarters since.
JP Morgan Private Wealth Advisors's First Trust Morningstar Dividend Leaders Index Fund position peaked at $7.52M in Q1 2023.
348 funds tracked by Wall St. Rank held First Trust Morningstar Dividend Leaders Index Fund as of Q3 2023.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.