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Salem Investment Counselors’s First Trust Morningstar Dividend Leaders Index Fund FDL Stock Holding History

Salem Investment Counselors’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
2021
Q1 		– Sell
-950
Closed -$28K – 875
2020
Q4 		$28K Buy
+950
New +$26.8K ﹤0.01% 525

Other funds holding FDL

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Salem Investment Counselors's FDL Position: Q1 2021 in Review

Salem Investment Counselors sold out of First Trust Morningstar Dividend Leaders Index Fund (FDL) in Q1 2021, closing a stake of 950 shares — an estimated $28K sold.

Salem Investment Counselors first reported a position in FDL in Q4 2020 and held it in 1 quarter. The position peaked at $28K in Q4 2020. 204 funds tracked by Wall St. Rank hold FDL as of Q1 2021.

  • Salem Investment Counselors reported no remaining First Trust Morningstar Dividend Leaders Index Fund position as of Q1 2021 after selling out during the quarter.
  • Salem Investment Counselors sold 950 First Trust Morningstar Dividend Leaders Index Fund shares in Q1 2021, an estimated $28K.
  • Salem Investment Counselors first reported a position in First Trust Morningstar Dividend Leaders Index Fund in Q4 2020 and held it in 1 quarter.
  • Salem Investment Counselors's First Trust Morningstar Dividend Leaders Index Fund position peaked at $28K in Q4 2020.
  • 204 funds tracked by Wall St. Rank held First Trust Morningstar Dividend Leaders Index Fund as of Q1 2021.

Based on Salem Investment Counselors's 13F filing for Q1 2021, filed 17 May 2021.