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Legacy Investment Solutions’s First Trust Morningstar Dividend Leaders Index Fund FDL Stock Holding History

Legacy Investment Solutions’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
Q4 		$210 Hold
5
– – ﹤0.01% 714
2024
Q3 		$211 Buy
+5
New +$202 ﹤0.01% 666

Other funds holding FDL

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Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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 $549M AUM 22.95% 1-Year Est. Return

Legacy Investment Solutions's FDL Position: Q4 2024 in Review

Legacy Investment Solutions held its First Trust Morningstar Dividend Leaders Index Fund (FDL) position steady in Q4 2024 at 5 shares worth $210. The position accounts for ﹤0.01% of the portfolio, ranked #714.

Legacy Investment Solutions first reported a position in FDL in Q3 2024 and has held it in 2 quarters since. The position peaked at $211 in Q3 2024. 405 funds tracked by Wall St. Rank hold FDL as of Q4 2024.

  • Legacy Investment Solutions held 5 shares of First Trust Morningstar Dividend Leaders Index Fund worth $210 as of Q4 2024.
  • Legacy Investment Solutions left its First Trust Morningstar Dividend Leaders Index Fund share count unchanged in Q4 2024.
  • First Trust Morningstar Dividend Leaders Index Fund made up ﹤0.01% of Legacy Investment Solutions's portfolio in Q4 2024, its #714 holding.
  • Legacy Investment Solutions first reported a position in First Trust Morningstar Dividend Leaders Index Fund in Q3 2024 and has held it in 2 quarters since.
  • Legacy Investment Solutions's First Trust Morningstar Dividend Leaders Index Fund position peaked at $211 in Q3 2024.
  • 405 funds tracked by Wall St. Rank held First Trust Morningstar Dividend Leaders Index Fund as of Q4 2024.

Based on Legacy Investment Solutions's 13F filing for Q4 2024, filed 14 Feb 2025.