SWA
FDL icon

Sightline Wealth Advisors’s First Trust Morningstar Dividend Leaders Index Fund FDL Stock Holding History

Sightline Wealth Advisors’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
2024
Q4 		– Sell
-7,554
Closed -$317K – 89
2024
Q3 		$317K Sell
7,554
-5,198
-41% -$210K 0.17% 61
2024
Q2 		$484K Sell
12,752
-1,915
-13% -$72.7K 0.3% 49
2024
Q1 		$564K Sell
14,667
-2,733
-16% -$100K 0.37% 43
2023
Q4 		$624K Sell
17,400
-6,836
-28% -$232K 0.47% 37
2023
Q3 		$810K Sell
24,236
-36,430
-60% -$1.26M 0.76% 33
2023
Q2 		$2.15M Buy
60,666
+3,972
+7% +$138K 2.14% 13
2023
Q1 		$2.01M Buy
56,694
+15,390
+37% +$563K 2.06% 13
2022
Q4 		$1.51M Buy
41,304
+16,274
+65% +$587K 1.63% 11
2022
Q3 		$830K Buy
25,030
+7,585
+43% +$271K 0.98% 17
2022
Q2 		$611K Buy
17,445
+1,880
+12% +$70.4K 0.6% 26
2022
Q1 		$583K Buy
15,565
+7,648
+97% +$279K 0.49% 30
2021
Q4 		$281K Buy
+7,917
New +$270K 0.25% 42

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
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
RW
Rockport Wealth Fairview Park, Ohio $549M AUM 22.95% 1-Year Est. Return