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Quadrant Capital Group’s First Trust Morningstar Dividend Leaders Index Fund FDL Stock Holding History

Quadrant Capital Group’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
-164
Closed -$5K – 2562
2021
Q3 		$5K Hold
164
– – ﹤0.01% 1855
2021
Q2 		$5K Buy
+164
New +$5.57K ﹤0.01% 1830

Other funds holding FDL

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $7.99B AUM 21.6% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Quadrant Capital Group's FDL Position: Q4 2021 in Review

Quadrant Capital Group sold out of First Trust Morningstar Dividend Leaders Index Fund (FDL) in Q4 2021, closing a stake of 164 shares — an estimated $5K sold.

Quadrant Capital Group first reported a position in FDL in Q2 2021 and held it in 2 quarters. The position peaked at $5K in Q3 2021. 217 funds tracked by Wall St. Rank hold FDL as of Q4 2021.

  • Quadrant Capital Group reported no remaining First Trust Morningstar Dividend Leaders Index Fund position as of Q4 2021 after selling out during the quarter.
  • Quadrant Capital Group sold 164 First Trust Morningstar Dividend Leaders Index Fund shares in Q4 2021, an estimated $5K.
  • Quadrant Capital Group first reported a position in First Trust Morningstar Dividend Leaders Index Fund in Q2 2021 and held it in 2 quarters.
  • Quadrant Capital Group's First Trust Morningstar Dividend Leaders Index Fund position peaked at $5K in Q3 2021.
  • 217 funds tracked by Wall St. Rank held First Trust Morningstar Dividend Leaders Index Fund as of Q4 2021.

Based on Quadrant Capital Group's 13F filing for Q4 2021, filed 1 Feb 2022.