Ken Fisher
FDL icon

Ken Fisher’s First Trust Morningstar Dividend Leaders Index Fund FDL Stock Holding History

Ken Fisher’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
Q3 		– Sell
-20,190
Closed -$766K – 953
2024
Q2 		$766K Buy
+20,190
New +$766K ﹤0.01% 714

Other funds holding FDL

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
CAG
Csenge Advisory Group Clearwater, Florida $2.18B AUM 16.73% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
RW
Rockport Wealth Fairview Park, Ohio $595M AUM 23.65% 1-Year Est. Return

Ken Fisher's FDL Position: Q3 2024 in Review

Ken Fisher sold out of First Trust Morningstar Dividend Leaders Index Fund (FDL) in Q3 2024, closing a stake of 20,190 shares — an estimated $766K sold.

Ken Fisher first reported a position in FDL in Q2 2024 and held it in 1 quarter. The position peaked at $766K in Q2 2024. 371 funds tracked by Wall St. Rank hold FDL as of Q3 2024.

  • Ken Fisher reported no remaining First Trust Morningstar Dividend Leaders Index Fund position as of Q3 2024 after selling out during the quarter.
  • Ken Fisher sold 20,190 First Trust Morningstar Dividend Leaders Index Fund shares in Q3 2024, an estimated $766K.
  • Ken Fisher first reported a position in First Trust Morningstar Dividend Leaders Index Fund in Q2 2024 and held it in 1 quarter.
  • Ken Fisher's First Trust Morningstar Dividend Leaders Index Fund position peaked at $766K in Q2 2024.
  • 371 funds tracked by Wall St. Rank held First Trust Morningstar Dividend Leaders Index Fund as of Q3 2024.

Based on Fisher Asset Management's 13F filing for Q3 2024, filed 12 Nov 2024.