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

Peterson Wealth Advisors’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
2020 Q1	–	Sell	-10,762	Closed	-$351K	–	52
2019 Q4	$351K	Buy	10,762 +1,669	+18%	+$53.1K	0.2%	31
2019 Q3	$282K	Buy	9,093 +111	+1%	+$3.39K	0.17%	36
2019 Q2	$275K	Buy	8,982 +74	+0.8%	+$2.23K	0.17%	35
2019 Q1	$271K	Buy	8,908 +67	+0.8%	+$1.94K	0.18%	36
2018 Q4	$241K	Buy	8,841 +113	+1%	+$3.28K	0.19%	37
2018 Q3	$260K	Buy	8,728 +69	+0.8%	+$2.03K	0.19%	40
2018 Q2	$248K	Sell	8,659 -6,281	-42%	-$179K	0.2%	37
2018 Q1	$422K	Sell	14,940 -2,920	-16%	-$85.8K	0.35%	31
2017 Q4	$537K	Buy	+17,860	New	+$526K	0.49%	28

Other funds holding FDL

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Peterson Wealth Advisors's FDL Position: Q1 2020 in Review

Peterson Wealth Advisors sold out of First Trust Morningstar Dividend Leaders Index Fund (FDL) in Q1 2020, closing a stake of 10,762 shares — an estimated $351K sold.

Peterson Wealth Advisors first reported a position in FDL in Q4 2017 and held it in 9 quarters. The position peaked at $537K in Q4 2017. 175 funds tracked by Wall St. Rank hold FDL as of Q1 2020.

Peterson Wealth Advisors reported no remaining First Trust Morningstar Dividend Leaders Index Fund position as of Q1 2020 after selling out during the quarter.
Peterson Wealth Advisors sold 10,762 First Trust Morningstar Dividend Leaders Index Fund shares in Q1 2020, an estimated $351K.
Peterson Wealth Advisors first reported a position in First Trust Morningstar Dividend Leaders Index Fund in Q4 2017 and held it in 9 quarters.
Peterson Wealth Advisors's First Trust Morningstar Dividend Leaders Index Fund position peaked at $537K in Q4 2017.
175 funds tracked by Wall St. Rank held First Trust Morningstar Dividend Leaders Index Fund as of Q1 2020.

Based on Peterson Wealth Advisors's 13F filing for Q1 2020, filed 21 Apr 2020.