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

Naviter Wealth’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
Q3 		– Sell
-9,043
Closed -$308K – 224
2023
Q2 		$308K Buy
+9,043
New +$313K 0.08% 194

Other funds holding FDL

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Naviter Wealth's FDL Position: Q3 2023 in Review

Naviter Wealth sold out of First Trust Morningstar Dividend Leaders Index Fund (FDL) in Q3 2023, closing a stake of 9,043 shares — an estimated $308K sold.

Naviter Wealth first reported a position in FDL in Q2 2023 and held it in 1 quarter. The position peaked at $308K in Q2 2023. 349 funds tracked by Wall St. Rank hold FDL as of Q3 2023.

  • Naviter Wealth reported no remaining First Trust Morningstar Dividend Leaders Index Fund position as of Q3 2023 after selling out during the quarter.
  • Naviter Wealth sold 9,043 First Trust Morningstar Dividend Leaders Index Fund shares in Q3 2023, an estimated $308K.
  • Naviter Wealth first reported a position in First Trust Morningstar Dividend Leaders Index Fund in Q2 2023 and held it in 1 quarter.
  • Naviter Wealth's First Trust Morningstar Dividend Leaders Index Fund position peaked at $308K in Q2 2023.
  • 349 funds tracked by Wall St. Rank held First Trust Morningstar Dividend Leaders Index Fund as of Q3 2023.

Based on Naviter Wealth's 13F filing for Q3 2023, filed 14 Nov 2023.