Selective Wealth Management’s First Trust Morningstar Dividend Leaders Index Fund FDL Stock Holding History

Selective Wealth Management’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
2022 Q4	–	Sell	-3	Closed	–	–	318
2022 Q3	$0	Hold	3	–	–	﹤0.01%	790
2022 Q2	$0	Hold	3	–	–	﹤0.01%	788
2022 Q1	$0	Hold	3	–	–	﹤0.01%	750
2021 Q4	$0	Hold	3	–	–	﹤0.01%	678
2021 Q3	$0	Hold	3	–	–	﹤0.01%	596
2021 Q2	$0	Hold	3	–	–	﹤0.01%	516
2021 Q1	$0	Hold	3	–	–	﹤0.01%	400
2020 Q4	$0	Hold	3	–	–	﹤0.01%	372
2020 Q3	$0	Hold	3	–	–	﹤0.01%	346
2020 Q2	$0	Hold	3	–	–	﹤0.01%	420
2020 Q1	$0	Hold	3	–	–	﹤0.01%	339
2019 Q4	$0	Hold	3	–	–	﹤0.01%	331
2019 Q3	$0	Buy	+3	New	+$92	﹤0.01%	337
2018 Q3	$0	Buy	+3	New	+$88	﹤0.01%	167

Other funds holding FDL

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Selective Wealth Management's FDL Position: Q4 2022 in Review

Selective Wealth Management sold out of First Trust Morningstar Dividend Leaders Index Fund (FDL) in Q4 2022, closing a stake of 3 shares.

Selective Wealth Management first reported a position in FDL in Q3 2018 and held it in 14 quarters. The position peaked at $0 in Q3 2022. 357 funds tracked by Wall St. Rank hold FDL as of Q4 2022.

Selective Wealth Management reported no remaining First Trust Morningstar Dividend Leaders Index Fund position as of Q4 2022 after selling out during the quarter.
Selective Wealth Management sold 3 First Trust Morningstar Dividend Leaders Index Fund shares in Q4 2022.
Selective Wealth Management first reported a position in First Trust Morningstar Dividend Leaders Index Fund in Q3 2018 and held it in 14 quarters.
Selective Wealth Management's First Trust Morningstar Dividend Leaders Index Fund position peaked at $0 in Q3 2022.
357 funds tracked by Wall St. Rank held First Trust Morningstar Dividend Leaders Index Fund as of Q4 2022.

Based on Selective Wealth Management's 13F filing for Q4 2022, filed 23 Jan 2023.