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Romano Brothers & Co’s First Trust Morningstar Dividend Leaders Index Fund FDL Stock Holding History

Romano Brothers & Co’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
Q1 		– Sell
-2,035
Closed -$74.4K – 517
2022
Q4 		$74.4K Buy
+2,035
New +$73.3K 0.01% 412

Other funds holding FDL

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
M1FG
Mach-1 Financial Group Rogers, Arkansas $284M AUM 20.71% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Romano Brothers & Co's FDL Position: Q1 2023 in Review

Romano Brothers & Co sold out of First Trust Morningstar Dividend Leaders Index Fund (FDL) in Q1 2023, closing a stake of 2,035 shares — an estimated $74.4K sold.

Romano Brothers & Co first reported a position in FDL in Q4 2022 and held it in 1 quarter. The position peaked at $74.4K in Q4 2022. 357 funds tracked by Wall St. Rank hold FDL as of Q1 2023.

  • Romano Brothers & Co reported no remaining First Trust Morningstar Dividend Leaders Index Fund position as of Q1 2023 after selling out during the quarter.
  • Romano Brothers & Co sold 2,035 First Trust Morningstar Dividend Leaders Index Fund shares in Q1 2023, an estimated $74.4K.
  • Romano Brothers & Co first reported a position in First Trust Morningstar Dividend Leaders Index Fund in Q4 2022 and held it in 1 quarter.
  • Romano Brothers & Co's First Trust Morningstar Dividend Leaders Index Fund position peaked at $74.4K in Q4 2022.
  • 357 funds tracked by Wall St. Rank held First Trust Morningstar Dividend Leaders Index Fund as of Q1 2023.

Based on Romano Brothers & Co's 13F filing for Q1 2023, filed 13 Apr 2023.