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
2025 Q1	–	Sell	-200	Closed	-$8K	–	8815
2024 Q4	$8K	Buy	+200	New	+$8.39K	﹤0.01%	7326
2024 Q3	–	Sell	-100	Closed	-$3K	–	8800
2024 Q2	$3K	Hold	100	–	–	﹤0.01%	8105
2024 Q1	$3K	Sell	100 -500	-83%	-$18.3K	﹤0.01%	8248
2023 Q4	$21K	Buy	600 +200	+50%	+$6.78K	﹤0.01%	6878
2023 Q3	$13K	Sell	400 -600	-60%	-$20.8K	﹤0.01%	6973
2023 Q2	$34K	Buy	1,000 +300	+43%	+$10.4K	﹤0.01%	6214
2023 Q1	$24K	Buy	+700	New	+$25.6K	﹤0.01%	6720
2022 Q3	–	Sell	-300	Closed	-$10K	–	10179
2022 Q2	$10K	Buy	300 +200	+200%	+$7.49K	﹤0.01%	8279
2022 Q1	$3K	Buy	+100	New	+$3.65K	﹤0.01%	9684

Other funds holding FDL

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

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Rockport Wealth Fairview Park, Ohio $549M AUM 22.95% 1-Year Est. Return

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.