Reby Advisors’s First Trust Morningstar Dividend Leaders Index Fund FDL Stock Holding History

Reby 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
2020 Q4	$201K	Buy	+6,802	New	+$192K	0.05%	86

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

Reby Advisors's FDL Position: Q4 2020 in Review

Reby Advisors opened a new position in First Trust Morningstar Dividend Leaders Index Fund (FDL) in Q4 2020: 6,802 shares worth $201K. The stake represents 0.05% of the portfolio and ranks #86 among its holdings.

190 funds tracked by Wall St. Rank hold FDL as of Q4 2020.

Reby Advisors held 6,802 shares of First Trust Morningstar Dividend Leaders Index Fund worth $201K as of Q4 2020.
First Trust Morningstar Dividend Leaders Index Fund was a new Reby Advisors position in Q4 2020.
First Trust Morningstar Dividend Leaders Index Fund made up 0.05% of Reby Advisors's portfolio in Q4 2020, its #86 holding.
190 funds tracked by Wall St. Rank held First Trust Morningstar Dividend Leaders Index Fund as of Q4 2020.

Based on Reby Advisors's 13F filing for Q4 2020, filed 12 Feb 2021.