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Second Half Financial Partners’s First Trust Morningstar Dividend Leaders Index Fund FDL Stock Holding History

Second Half Financial Partners’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
Q3 		– Sell
-106,661
Closed -$3.63M – 65
2023
Q2 		$3.63M Buy
+106,661
New +$3.7M 0.83% 35

Other funds holding FDL

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Second Half Financial Partners's FDL Position: Q3 2023 in Review

Second Half Financial Partners sold out of First Trust Morningstar Dividend Leaders Index Fund (FDL) in Q3 2023, closing a stake of 106,661 shares — an estimated $3.63M sold.

Second Half Financial Partners first reported a position in FDL in Q2 2023 and held it in 1 quarter. The position peaked at $3.63M in Q2 2023. 349 funds tracked by Wall St. Rank hold FDL as of Q3 2023.

  • Second Half Financial Partners reported no remaining First Trust Morningstar Dividend Leaders Index Fund position as of Q3 2023 after selling out during the quarter.
  • Second Half Financial Partners sold 106,661 First Trust Morningstar Dividend Leaders Index Fund shares in Q3 2023, an estimated $3.63M.
  • Second Half Financial Partners first reported a position in First Trust Morningstar Dividend Leaders Index Fund in Q2 2023 and held it in 1 quarter.
  • Second Half Financial Partners's First Trust Morningstar Dividend Leaders Index Fund position peaked at $3.63M in Q2 2023.
  • 349 funds tracked by Wall St. Rank held First Trust Morningstar Dividend Leaders Index Fund as of Q3 2023.

Based on Second Half Financial Partners's 13F filing for Q3 2023, filed 3 Nov 2023.