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

Kraematon 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
Q1 		– Sell
-350
Closed -$12.8K – 127
2022
Q4 		$12.8K Buy
+350
New +$12.6K 0.01% 191

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
M1FG
Mach-1 Financial Group Rogers, Arkansas $284M AUM 20.71% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Kraematon Investment Advisors's FDL Position: Q1 2023 in Review

Kraematon Investment Advisors sold out of First Trust Morningstar Dividend Leaders Index Fund (FDL) in Q1 2023, closing a stake of 350 shares — an estimated $12.8K sold.

Kraematon Investment Advisors first reported a position in FDL in Q4 2022 and held it in 1 quarter. The position peaked at $12.8K in Q4 2022. 357 funds tracked by Wall St. Rank hold FDL as of Q1 2023.

  • Kraematon Investment Advisors reported no remaining First Trust Morningstar Dividend Leaders Index Fund position as of Q1 2023 after selling out during the quarter.
  • Kraematon Investment Advisors sold 350 First Trust Morningstar Dividend Leaders Index Fund shares in Q1 2023, an estimated $12.8K.
  • Kraematon Investment Advisors first reported a position in First Trust Morningstar Dividend Leaders Index Fund in Q4 2022 and held it in 1 quarter.
  • Kraematon Investment Advisors's First Trust Morningstar Dividend Leaders Index Fund position peaked at $12.8K in Q4 2022.
  • 357 funds tracked by Wall St. Rank held First Trust Morningstar Dividend Leaders Index Fund as of Q1 2023.

Based on Kraematon Investment Advisors's 13F filing for Q1 2023, filed 13 Apr 2023.