Seaview Investment Managers’s First Trust Morningstar Dividend Leaders Index Fund FDL Stock Holding History

Seaview Investment Managers’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 Q2	–	Sell	-86,998	Closed	-$3.09M	–	104
2023 Q1	$3.09M	Buy	86,998 +592	+0.7%	+$21.7K	1.06%	36
2022 Q4	$3.16M	Buy	86,406 +1,450	+2%	+$52.3K	1.26%	32
2022 Q3	$2.73M	Buy	+84,956	New	+$3.03M	1.11%	33

Other funds holding FDL

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Seaview Investment Managers's FDL Position: Q2 2023 in Review

Seaview Investment Managers sold out of First Trust Morningstar Dividend Leaders Index Fund (FDL) in Q2 2023, closing a stake of 86,998 shares — an estimated $3.09M sold.

Seaview Investment Managers first reported a position in FDL in Q3 2022 and held it in 3 quarters. The position peaked at $3.16M in Q4 2022. 347 funds tracked by Wall St. Rank hold FDL as of Q2 2023.

Seaview Investment Managers reported no remaining First Trust Morningstar Dividend Leaders Index Fund position as of Q2 2023 after selling out during the quarter.
Seaview Investment Managers sold 86,998 First Trust Morningstar Dividend Leaders Index Fund shares in Q2 2023, an estimated $3.09M.
Seaview Investment Managers first reported a position in First Trust Morningstar Dividend Leaders Index Fund in Q3 2022 and held it in 3 quarters.
Seaview Investment Managers's First Trust Morningstar Dividend Leaders Index Fund position peaked at $3.16M in Q4 2022.
347 funds tracked by Wall St. Rank held First Trust Morningstar Dividend Leaders Index Fund as of Q2 2023.

Based on Seaview Investment Managers's 13F filing for Q2 2023, filed 10 Aug 2023.