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Roble Belko & Company’s First Trust Morningstar Dividend Leaders Index Fund FDL Stock Holding History

Roble Belko & Company’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
Q3 		– Sell
-150
Closed -$4K – 326
2020
Q2 		$4K Buy
+150
New +$3.73K ﹤0.01% 285

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Wells Fargo
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Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Roble Belko & Company's FDL Position: Q3 2020 in Review

Roble Belko & Company sold out of First Trust Morningstar Dividend Leaders Index Fund (FDL) in Q3 2020, closing a stake of 150 shares — an estimated $4K sold.

Roble Belko & Company first reported a position in FDL in Q2 2020 and held it in 1 quarter. The position peaked at $4K in Q2 2020. 172 funds tracked by Wall St. Rank hold FDL as of Q3 2020.

  • Roble Belko & Company reported no remaining First Trust Morningstar Dividend Leaders Index Fund position as of Q3 2020 after selling out during the quarter.
  • Roble Belko & Company sold 150 First Trust Morningstar Dividend Leaders Index Fund shares in Q3 2020, an estimated $4K.
  • Roble Belko & Company first reported a position in First Trust Morningstar Dividend Leaders Index Fund in Q2 2020 and held it in 1 quarter.
  • Roble Belko & Company's First Trust Morningstar Dividend Leaders Index Fund position peaked at $4K in Q2 2020.
  • 172 funds tracked by Wall St. Rank held First Trust Morningstar Dividend Leaders Index Fund as of Q3 2020.

Based on Roble Belko & Company's 13F filing for Q3 2020, filed 10 Nov 2020.