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Retirement Planning Company of New England’s First Trust Morningstar Dividend Leaders Index Fund FDL Stock Holding History

Retirement Planning Company of New England’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
2022
Q1 		– Sell
-2,079
Closed -$73K – 448
2021
Q4 		$73K Buy
+2,079
New +$70.9K 0.04% 349

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CA
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Ameriprise
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Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
RJA
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UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Retirement Planning Company of New England's FDL Position: Q1 2022 in Review

Retirement Planning Company of New England sold out of First Trust Morningstar Dividend Leaders Index Fund (FDL) in Q1 2022, closing a stake of 2,079 shares — an estimated $73K sold.

Retirement Planning Company of New England first reported a position in FDL in Q4 2021 and held it in 1 quarter. The position peaked at $73K in Q4 2021. 239 funds tracked by Wall St. Rank hold FDL as of Q1 2022.

  • Retirement Planning Company of New England reported no remaining First Trust Morningstar Dividend Leaders Index Fund position as of Q1 2022 after selling out during the quarter.
  • Retirement Planning Company of New England sold 2,079 First Trust Morningstar Dividend Leaders Index Fund shares in Q1 2022, an estimated $73K.
  • Retirement Planning Company of New England first reported a position in First Trust Morningstar Dividend Leaders Index Fund in Q4 2021 and held it in 1 quarter.
  • Retirement Planning Company of New England's First Trust Morningstar Dividend Leaders Index Fund position peaked at $73K in Q4 2021.
  • 239 funds tracked by Wall St. Rank held First Trust Morningstar Dividend Leaders Index Fund as of Q1 2022.

Based on Retirement Planning Company of New England's 13F filing for Q1 2022, filed 6 May 2022.