MinichMacGregor Wealth Management’s First Trust Morningstar Dividend Leaders Index Fund FDL Stock Holding History

MinichMacGregor Wealth 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	-51	Closed	-$1.86K	–	266
2022 Q4	$1.86K	Buy	+51	New	+$1.84K	﹤0.01%	568

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

MinichMacGregor Wealth Management's FDL Position: Q1 2023 in Review

MinichMacGregor Wealth Management sold out of First Trust Morningstar Dividend Leaders Index Fund (FDL) in Q1 2023, closing a stake of 51 shares — an estimated $1.86K sold.

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

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

Based on MinichMacGregor Wealth Management's 13F filing for Q1 2023, filed 19 Apr 2023.