Prosperity Wealth Management’s First Trust Morningstar Dividend Leaders Index Fund FDL Stock Holding History

Prosperity Wealth Management’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
2023 Q3	–	Sell	-16,156	Closed	-$549K	–	154
2023 Q2	$549K	Sell	16,156 -3,283	-17%	-$114K	0.36%	36
2023 Q1	$690K	Sell	19,439 -24,265	-56%	-$888K	0.55%	37
2022 Q4	$1.6M	Buy	+43,704	New	+$1.58M	1.51%	16

Other funds holding FDL

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

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

RJFSA

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

Prosperity Wealth Management's FDL Position: Q3 2023 in Review

Prosperity Wealth Management sold out of First Trust Morningstar Dividend Leaders Index Fund (FDL) in Q3 2023, closing a stake of 16,156 shares — an estimated $549K sold.

Prosperity Wealth Management first reported a position in FDL in Q4 2022 and held it in 3 quarters. The position peaked at $1.6M in Q4 2022. 347 funds tracked by Wall St. Rank hold FDL as of Q3 2023.

Prosperity Wealth Management reported no remaining First Trust Morningstar Dividend Leaders Index Fund position as of Q3 2023 after selling out during the quarter.
Prosperity Wealth Management sold 16,156 First Trust Morningstar Dividend Leaders Index Fund shares in Q3 2023, an estimated $549K.
Prosperity Wealth Management first reported a position in First Trust Morningstar Dividend Leaders Index Fund in Q4 2022 and held it in 3 quarters.
Prosperity Wealth Management's First Trust Morningstar Dividend Leaders Index Fund position peaked at $1.6M in Q4 2022.
347 funds tracked by Wall St. Rank held First Trust Morningstar Dividend Leaders Index Fund as of Q3 2023.

Based on Prosperity Wealth Management's 13F filing for Q3 2023, filed 7 Nov 2023.