PCS
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Personal CFO Solutions’s First Trust Morningstar Dividend Leaders Index Fund FDL Stock Holding History

Personal CFO Solutions’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
2024
Q4 		– Sell
-12,459
Closed -$523K – 510
2024
Q3 		$523K Buy
12,459
+1,034
+9% +$41.7K 0.07% 254
2024
Q2 		$433K Sell
11,425
-2,740
-19% -$104K 0.07% 281
2024
Q1 		$545K Buy
14,165
+298
+2% +$10.9K 0.09% 231
2023
Q4 		$498K Buy
13,867
+14
+0.1% +$474 0.09% 224
2023
Q3 		$463K Buy
13,853
+1,970
+17% +$68.3K 0.09% 213
2023
Q2 		$404K Sell
11,883
-15,437
-57% -$535K 0.08% 256
2023
Q1 		$970K Sell
27,320
-855
-3% -$31.3K 0.2% 93
2022
Q4 		$1.03M Buy
28,175
+13,195
+88% +$476K 0.22% 87
2022
Q3 		$481K Buy
14,980
+2,971
+25% +$106K 0.12% 158
2022
Q2 		$423K Buy
+12,009
New +$450K 0.1% 187

Other funds holding FDL

LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B 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
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
RW
Rockport Wealth Fairview Park, Ohio $549M AUM 22.95% 1-Year Est. Return