Marshall Wace
FDL icon

Marshall Wace’s First Trust Morningstar Dividend Leaders Index Fund FDL Stock Holding History

Marshall Wace’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
-51,000
Closed -$1.86M – 2802
2022
Q4 		$1.86M Buy
+51,000
New +$1.84M ﹤0.01% 1770

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

Marshall Wace's FDL Position: Q1 2023 in Review

Marshall Wace sold out of First Trust Morningstar Dividend Leaders Index Fund (FDL) in Q1 2023, closing a stake of 51,000 shares — an estimated $1.86M sold.

Marshall Wace first reported a position in FDL in Q4 2022 and held it in 1 quarter. The position peaked at $1.86M in Q4 2022. 357 funds tracked by Wall St. Rank hold FDL as of Q1 2023.

  • Marshall Wace reported no remaining First Trust Morningstar Dividend Leaders Index Fund position as of Q1 2023 after selling out during the quarter.
  • Marshall Wace sold 51,000 First Trust Morningstar Dividend Leaders Index Fund shares in Q1 2023, an estimated $1.86M.
  • Marshall Wace first reported a position in First Trust Morningstar Dividend Leaders Index Fund in Q4 2022 and held it in 1 quarter.
  • Marshall Wace's First Trust Morningstar Dividend Leaders Index Fund position peaked at $1.86M in Q4 2022.
  • 357 funds tracked by Wall St. Rank held First Trust Morningstar Dividend Leaders Index Fund as of Q1 2023.

Based on Marshall Wace's 13F filing for Q1 2023, filed 15 May 2023.