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KCM Investment Advisors’s First Trust Morningstar Dividend Leaders Index Fund FDL Stock Holding History

KCM Investment 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
Q4 		– Sell
-13,509
Closed -$452K – 368
2023
Q3 		$452K Buy
13,509
+8
+0.1% +$277 0.02% 260
2023
Q2 		$459K Buy
13,501
+5
+0% +$173 0.02% 269
2023
Q1 		$479K Buy
13,496
+6
+0% +$219 0.02% 275
2022
Q4 		$493K Buy
13,490
+6
+0% +$216 0.02% 267
2022
Q3 		$433K Buy
13,484
+2,504
+23% +$89.4K 0.02% 268
2022
Q2 		$387K Buy
+10,980
New +$411K 0.02% 289
2019
Q1 		– Sell
-22,604
Closed -$616K – 337
2018
Q4 		$616K Sell
22,604
-1,571
-6% -$45.6K 0.04% 284
2018
Q3 		$721K Buy
24,175
+18
+0.1% +$530 0.04% 283
2018
Q2 		$691K Buy
24,157
+16
+0.1% +$456 0.04% 294
2018
Q1 		$681K Buy
24,141
+19
+0.1% +$559 0.04% 311
2017
Q4 		$726K Sell
24,122
-29,432
-55% -$866K 0.04% 302
2017
Q3 		$1.55M Buy
53,554
+20
+0% +$568 0.1% 204
2017
Q2 		$1.51M Buy
53,534
+18
+0% +$514 0.09% 206
2017
Q1 		$1.54M Buy
53,516
+23
+0% +$657 0.1% 210
2016
Q4 		$1.49M Sell
53,493
-3
-0% -$81 0.1% 209
2016
Q3 		$1.46M Buy
53,496
+16
+0% +$438 0.1% 209
2016
Q2 		$1.44M Buy
53,480
+14
+0% +$363 0.1% 211
2016
Q1 		$1.37M Sell
53,466
-1,169
-2% -$28.4K 0.1% 211
2015
Q4 		$1.29M Buy
54,635
+16
+0% +$378 0.1% 213
2015
Q3 		$1.21M Buy
54,619
+17
+0% +$386 0.1% 219
2015
Q2 		$1.25M Buy
54,602
+16
+0% +$379 0.1% 224
2015
Q1 		$1.27M Buy
54,586
+17
+0% +$407 0.1% 220
2014
Q4 		$1.31M Buy
54,569
+15
+0% +$358 0.11% 212
2014
Q3 		$1.28M Buy
54,554
+14
+0% +$332 0.12% 205
2014
Q2 		$1.3M Sell
54,540
-2,102
-4% -$48.7K 0.12% 206
2014
Q1 		$1.27M Sell
56,642
-15,268
-21% -$333K 0.13% 192
2013
Q4 		$1.58M Buy
71,910
+22
+0% +$474 0.17% 159
2013
Q3 		$1.5M Sell
71,888
-954
-1% -$20.1K 0.18% 155
2013
Q2 		$1.5M Buy
+72,842
New +$1.54M 0.18% 152

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
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
Osaic Holdings
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
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
UBS Group
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

KCM Investment Advisors's FDL Position: Q4 2023 in Review

KCM Investment Advisors sold out of First Trust Morningstar Dividend Leaders Index Fund (FDL) in Q4 2023, closing a stake of 13,509 shares — an estimated $452K sold.

KCM Investment Advisors first reported a position in FDL in Q2 2013 and held it in 29 quarters. The position peaked at $1.58M in Q4 2013. 363 funds tracked by Wall St. Rank hold FDL as of Q4 2023.

  • KCM Investment Advisors reported no remaining First Trust Morningstar Dividend Leaders Index Fund position as of Q4 2023 after selling out during the quarter.
  • KCM Investment Advisors sold 13,509 First Trust Morningstar Dividend Leaders Index Fund shares in Q4 2023, an estimated $452K.
  • KCM Investment Advisors first reported a position in First Trust Morningstar Dividend Leaders Index Fund in Q2 2013 and held it in 29 quarters.
  • KCM Investment Advisors's First Trust Morningstar Dividend Leaders Index Fund position peaked at $1.58M in Q4 2013.
  • 363 funds tracked by Wall St. Rank held First Trust Morningstar Dividend Leaders Index Fund as of Q4 2023.

Based on KCM Investment Advisors's 13F filing for Q4 2023, filed 13 Feb 2024.