RE Dickinson Investment Advisors’s First Trust Morningstar Dividend Leaders Index Fund FDL Stock Holding History

RE Dickinson Investment 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
2023 Q4	–	Sell	-500	Closed	-$17K	–	240
2023 Q3	$17K	Buy	+500	New	+$17.3K	0.01%	141

Other funds holding FDL

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

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

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

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 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 $1.37T 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

CAG

Csenge Advisory Group Clearwater, Florida $2.18B AUM 16.73% 1-Year Est. Return

RE Dickinson Investment Advisors's FDL Position: Q4 2023 in Review

RE Dickinson Investment Advisors sold out of First Trust Morningstar Dividend Leaders Index Fund (FDL) in Q4 2023, closing a stake of 500 shares — an estimated $17K sold.

RE Dickinson Investment Advisors first reported a position in FDL in Q3 2023 and held it in 1 quarter. The position peaked at $17K in Q3 2023. 361 funds tracked by Wall St. Rank hold FDL as of Q4 2023.

RE Dickinson Investment Advisors reported no remaining First Trust Morningstar Dividend Leaders Index Fund position as of Q4 2023 after selling out during the quarter.
RE Dickinson Investment Advisors sold 500 First Trust Morningstar Dividend Leaders Index Fund shares in Q4 2023, an estimated $17K.
RE Dickinson Investment Advisors first reported a position in First Trust Morningstar Dividend Leaders Index Fund in Q3 2023 and held it in 1 quarter.
RE Dickinson Investment Advisors's First Trust Morningstar Dividend Leaders Index Fund position peaked at $17K in Q3 2023.
361 funds tracked by Wall St. Rank held First Trust Morningstar Dividend Leaders Index Fund as of Q4 2023.

Based on RE Dickinson Investment Advisors's 13F filing for Q4 2023, filed 13 Feb 2024.