Mid Atlantic Financial Management’s First Trust Morningstar Dividend Leaders Index Fund FDL Stock Holding History

Mid Atlantic Financial 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
2021 Q3	$302K	Sell	9,212 -3,719	-29%	-$125K	0.02%	663
2021 Q2	$429K	Buy	12,931 +418	+3%	+$14.2K	0.03%	527
2021 Q1	$409K	Buy	12,513 +1,102	+10%	+$34.2K	0.03%	501
2020 Q4	$338K	Buy	11,411 +2,595	+29%	+$73.3K	0.03%	531
2020 Q3	$248K	Buy	+8,816	New	+$234K	0.02%	590

Other funds holding FDL

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

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

Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

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

Mid Atlantic Financial Management's FDL Position: Q3 2021 in Review

Mid Atlantic Financial Management reduced its First Trust Morningstar Dividend Leaders Index Fund (FDL) stake by 29% in Q3 2021, selling an estimated $125K and leaving 9,212 shares worth $302K. The position accounts for 0.02% of the portfolio, ranked #663.

Mid Atlantic Financial Management first reported a position in FDL in Q3 2020 and has held it in 5 quarters since. The position peaked at $429K in Q2 2021. 206 funds tracked by Wall St. Rank hold FDL as of Q3 2021.

Mid Atlantic Financial Management held 9,212 shares of First Trust Morningstar Dividend Leaders Index Fund worth $302K as of Q3 2021.
Mid Atlantic Financial Management sold 3,719 First Trust Morningstar Dividend Leaders Index Fund shares in Q3 2021, an estimated $125K.
First Trust Morningstar Dividend Leaders Index Fund made up 0.02% of Mid Atlantic Financial Management's portfolio in Q3 2021, its #663 holding.
Mid Atlantic Financial Management first reported a position in First Trust Morningstar Dividend Leaders Index Fund in Q3 2020 and has held it in 5 quarters since.
Mid Atlantic Financial Management's First Trust Morningstar Dividend Leaders Index Fund position peaked at $429K in Q2 2021.
206 funds tracked by Wall St. Rank held First Trust Morningstar Dividend Leaders Index Fund as of Q3 2021.

Based on Mid Atlantic Financial Management's 13F filing for Q3 2021, filed 12 Nov 2021.