Lakewood Asset Management’s First Trust Morningstar Dividend Leaders Index Fund FDL Stock Holding History

Lakewood Asset Management’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	-260	Closed	-$10K	–	171
2022 Q4	$10K	Buy	+260	New	+$9.37K	0.01%	251

Other funds holding FDL

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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 Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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 Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Lakewood Asset Management's FDL Position: Q1 2023 in Review

Lakewood Asset Management sold out of First Trust Morningstar Dividend Leaders Index Fund (FDL) in Q1 2023, closing a stake of 260 shares — an estimated $10K sold.

Lakewood Asset Management first reported a position in FDL in Q4 2022 and held it in 1 quarter. The position peaked at $10K in Q4 2022. 357 funds tracked by Wall St. Rank hold FDL as of Q1 2023.

Lakewood Asset Management reported no remaining First Trust Morningstar Dividend Leaders Index Fund position as of Q1 2023 after selling out during the quarter.
Lakewood Asset Management sold 260 First Trust Morningstar Dividend Leaders Index Fund shares in Q1 2023, an estimated $10K.
Lakewood Asset Management first reported a position in First Trust Morningstar Dividend Leaders Index Fund in Q4 2022 and held it in 1 quarter.
Lakewood Asset Management's First Trust Morningstar Dividend Leaders Index Fund position peaked at $10K in Q4 2022.
357 funds tracked by Wall St. Rank held First Trust Morningstar Dividend Leaders Index Fund as of Q1 2023.

Based on Lakewood Asset Management's 13F filing for Q1 2023, filed 13 Apr 2023.