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SkyView Investment Advisors’s First Trust Morningstar Dividend Leaders Index Fund FDL Stock Holding History

SkyView Investment 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
2022
Q3 		– Sell
-8,372
Closed -$295K – 549
2022
Q2 		$295K Buy
+8,372
New +$313K 0.08% 330

Other funds holding FDL

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

SkyView Investment Advisors's FDL Position: Q3 2022 in Review

SkyView Investment Advisors sold out of First Trust Morningstar Dividend Leaders Index Fund (FDL) in Q3 2022, closing a stake of 8,372 shares — an estimated $295K sold.

SkyView Investment Advisors first reported a position in FDL in Q2 2022 and held it in 1 quarter. The position peaked at $295K in Q2 2022. 290 funds tracked by Wall St. Rank hold FDL as of Q3 2022.

  • SkyView Investment Advisors reported no remaining First Trust Morningstar Dividend Leaders Index Fund position as of Q3 2022 after selling out during the quarter.
  • SkyView Investment Advisors sold 8,372 First Trust Morningstar Dividend Leaders Index Fund shares in Q3 2022, an estimated $295K.
  • SkyView Investment Advisors first reported a position in First Trust Morningstar Dividend Leaders Index Fund in Q2 2022 and held it in 1 quarter.
  • SkyView Investment Advisors's First Trust Morningstar Dividend Leaders Index Fund position peaked at $295K in Q2 2022.
  • 290 funds tracked by Wall St. Rank held First Trust Morningstar Dividend Leaders Index Fund as of Q3 2022.

Based on SkyView Investment Advisors's 13F filing for Q3 2022, filed 17 Nov 2022.