Simplex Trading
FDL icon

Simplex Trading’s First Trust Morningstar Dividend Leaders Index Fund FDL Stock Holding History

Simplex Trading’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
Q3 		– Sell
-3
Closed – – 10180
2022
Q2 		$0 Buy
+3
New +$112 ﹤0.01% 10278

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
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
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Simplex Trading's FDL Position: Q3 2022 in Review

Simplex Trading sold out of First Trust Morningstar Dividend Leaders Index Fund (FDL) in Q3 2022, closing a stake of 3 shares.

Simplex Trading first reported a position in FDL in Q2 2022 and held it in 1 quarter. The position peaked at $0 in Q2 2022. 290 funds tracked by Wall St. Rank hold FDL as of Q3 2022.

  • Simplex Trading reported no remaining First Trust Morningstar Dividend Leaders Index Fund position as of Q3 2022 after selling out during the quarter.
  • Simplex Trading sold 3 First Trust Morningstar Dividend Leaders Index Fund shares in Q3 2022.
  • Simplex Trading first reported a position in First Trust Morningstar Dividend Leaders Index Fund in Q2 2022 and held it in 1 quarter.
  • Simplex Trading's First Trust Morningstar Dividend Leaders Index Fund position peaked at $0 in Q2 2022.
  • 290 funds tracked by Wall St. Rank held First Trust Morningstar Dividend Leaders Index Fund as of Q3 2022.

Based on Simplex Trading's 13F filing for Q3 2022, filed 4 Nov 2022.