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Parkside Financial Bank & Trust’s First Trust Morningstar Dividend Leaders Index Fund FDL Stock Holding History

Parkside Financial Bank & Trust’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
Q2 		– Sell
-100
Closed -$3.55K – 2041
2023
Q1 		$3.55K Hold
100
– – ﹤0.01% 1493
2022
Q4 		$3.66K Buy
+100
New +$3.6K ﹤0.01% 1454

Other funds holding FDL

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Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Parkside Financial Bank & Trust's FDL Position: Q2 2023 in Review

Parkside Financial Bank & Trust sold out of First Trust Morningstar Dividend Leaders Index Fund (FDL) in Q2 2023, closing a stake of 100 shares — an estimated $3.55K sold.

Parkside Financial Bank & Trust first reported a position in FDL in Q4 2022 and held it in 2 quarters. The position peaked at $3.66K in Q4 2022. 347 funds tracked by Wall St. Rank hold FDL as of Q2 2023.

  • Parkside Financial Bank & Trust reported no remaining First Trust Morningstar Dividend Leaders Index Fund position as of Q2 2023 after selling out during the quarter.
  • Parkside Financial Bank & Trust sold 100 First Trust Morningstar Dividend Leaders Index Fund shares in Q2 2023, an estimated $3.55K.
  • Parkside Financial Bank & Trust first reported a position in First Trust Morningstar Dividend Leaders Index Fund in Q4 2022 and held it in 2 quarters.
  • Parkside Financial Bank & Trust's First Trust Morningstar Dividend Leaders Index Fund position peaked at $3.66K in Q4 2022.
  • 347 funds tracked by Wall St. Rank held First Trust Morningstar Dividend Leaders Index Fund as of Q2 2023.

Based on Parkside Financial Bank & Trust's 13F filing for Q2 2023, filed 15 Aug 2023.