Southern Wealth Management’s First Trust Morningstar Dividend Leaders Index Fund FDL Stock Holding History

Southern Wealth Management’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
2023 Q1	$211K	Hold	5,950	–	–	0.08%	59
2022 Q4	$218K	Hold	5,950	–	–	0.09%	58
2022 Q3	$215K	Buy	+5,950	New	+$213K	0.09%	57

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

M1FG

Mach-1 Financial Group Rogers, Arkansas $284M AUM 20.71% 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

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Southern Wealth Management's FDL Position: Q1 2023 in Review

Southern Wealth Management held its First Trust Morningstar Dividend Leaders Index Fund (FDL) position steady in Q1 2023 at 5,950 shares worth $211K. The position accounts for 0.08% of the portfolio, ranked #59.

Southern Wealth Management first reported a position in FDL in Q3 2022 and has held it in 3 quarters since. The position peaked at $218K in Q4 2022. 357 funds tracked by Wall St. Rank hold FDL as of Q1 2023.

Southern Wealth Management held 5,950 shares of First Trust Morningstar Dividend Leaders Index Fund worth $211K as of Q1 2023.
Southern Wealth Management left its First Trust Morningstar Dividend Leaders Index Fund share count unchanged in Q1 2023.
First Trust Morningstar Dividend Leaders Index Fund made up 0.08% of Southern Wealth Management's portfolio in Q1 2023, its #59 holding.
Southern Wealth Management first reported a position in First Trust Morningstar Dividend Leaders Index Fund in Q3 2022 and has held it in 3 quarters since.
Southern Wealth Management's First Trust Morningstar Dividend Leaders Index Fund position peaked at $218K in Q4 2022.
357 funds tracked by Wall St. Rank held First Trust Morningstar Dividend Leaders Index Fund as of Q1 2023.

Based on Southern Wealth Management's 13F filing for Q1 2023, filed 12 May 2023.