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 San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Rockport Wealth Fairview Park, Ohio $595M AUM 23.65% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Personal CFO Solutions's FDL Position: Q4 2024 in Review

Personal CFO Solutions sold out of First Trust Morningstar Dividend Leaders Index Fund (FDL) in Q4 2024, closing a stake of 12,459 shares — an estimated $523K sold.

Personal CFO Solutions first reported a position in FDL in Q2 2022 and held it in 10 quarters. The position peaked at $1.03M in Q4 2022. 405 funds tracked by Wall St. Rank hold FDL as of Q4 2024.

Personal CFO Solutions reported no remaining First Trust Morningstar Dividend Leaders Index Fund position as of Q4 2024 after selling out during the quarter.
Personal CFO Solutions sold 12,459 First Trust Morningstar Dividend Leaders Index Fund shares in Q4 2024, an estimated $523K.
Personal CFO Solutions first reported a position in First Trust Morningstar Dividend Leaders Index Fund in Q2 2022 and held it in 10 quarters.
Personal CFO Solutions's First Trust Morningstar Dividend Leaders Index Fund position peaked at $1.03M in Q4 2022.
405 funds tracked by Wall St. Rank held First Trust Morningstar Dividend Leaders Index Fund as of Q4 2024.

Based on Personal CFO Solutions's 13F filing for Q4 2024, filed 7 Feb 2025.