Plante Moran Financial Advisors’s First Trust Morningstar Dividend Leaders Index Fund FDL Stock Holding History

Plante Moran Financial 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
2021 Q4	–	Sell	-511	Closed	-$17K	–	1028
2021 Q3	$17K	Buy	+511	New	+$17.1K	﹤0.01%	593
2019 Q3	–	Sell	-227	Closed	-$7K	–	862
2019 Q2	$7K	Buy	+227	New	+$6.86K	﹤0.01%	602
2015 Q3	–	Sell	-134	Closed	-$3K	–	714
2015 Q2	$3K	Hold	134	–	–	﹤0.01%	659
2015 Q1	$3K	Hold	134	–	–	﹤0.01%	646
2014 Q4	$3K	Buy	+134	New	+$3.2K	﹤0.01%	712

Other funds holding FDL

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

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

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 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

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

RJA

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

Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return

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

Plante Moran Financial Advisors's FDL Position: Q4 2021 in Review

Plante Moran Financial Advisors sold out of First Trust Morningstar Dividend Leaders Index Fund (FDL) in Q4 2021, closing a stake of 511 shares — an estimated $17K sold.

Plante Moran Financial Advisors first reported a position in FDL in Q4 2014 and held it in 5 quarters. The position peaked at $17K in Q3 2021. 217 funds tracked by Wall St. Rank hold FDL as of Q4 2021.

Plante Moran Financial Advisors reported no remaining First Trust Morningstar Dividend Leaders Index Fund position as of Q4 2021 after selling out during the quarter.
Plante Moran Financial Advisors sold 511 First Trust Morningstar Dividend Leaders Index Fund shares in Q4 2021, an estimated $17K.
Plante Moran Financial Advisors first reported a position in First Trust Morningstar Dividend Leaders Index Fund in Q4 2014 and held it in 5 quarters.
Plante Moran Financial Advisors's First Trust Morningstar Dividend Leaders Index Fund position peaked at $17K in Q3 2021.
217 funds tracked by Wall St. Rank held First Trust Morningstar Dividend Leaders Index Fund as of Q4 2021.

Based on Plante Moran Financial Advisors's 13F filing for Q4 2021, filed 9 Feb 2022.