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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
2025
Q1 		– Hold
0
– – – 854
2024
Q4 		– Hold
0
– – – 938
2021
Q4 		– Sell
-511
Closed -$17K – 1030
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

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Morgan Stanley
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Raymond James Financial
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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
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return