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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 $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
RW
Rockport Wealth Fairview Park, Ohio $595M AUM 23.65% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Sightline Wealth Advisors's FDL Position: Q4 2024 in Review

Sightline Wealth Advisors sold out of First Trust Morningstar Dividend Leaders Index Fund (FDL) in Q4 2024, closing a stake of 7,554 shares — an estimated $317K sold.

Sightline Wealth Advisors first reported a position in FDL in Q4 2021 and held it in 12 quarters. The position peaked at $2.15M in Q2 2023. 405 funds tracked by Wall St. Rank hold FDL as of Q4 2024.

  • Sightline Wealth Advisors reported no remaining First Trust Morningstar Dividend Leaders Index Fund position as of Q4 2024 after selling out during the quarter.
  • Sightline Wealth Advisors sold 7,554 First Trust Morningstar Dividend Leaders Index Fund shares in Q4 2024, an estimated $317K.
  • Sightline Wealth Advisors first reported a position in First Trust Morningstar Dividend Leaders Index Fund in Q4 2021 and held it in 12 quarters.
  • Sightline Wealth Advisors's First Trust Morningstar Dividend Leaders Index Fund position peaked at $2.15M in Q2 2023.
  • 405 funds tracked by Wall St. Rank held First Trust Morningstar Dividend Leaders Index Fund as of Q4 2024.

Based on Sightline Wealth Advisors's 13F filing for Q4 2024, filed 13 Jan 2025.