Strategic Asset Management’s First Trust Morningstar Dividend Leaders Index Fund FDL Stock Holding History

Strategic Asset 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
2022 Q3	$6K	Hold	200	–	–	0.01%	437
2022 Q2	$7K	Hold	200	–	–	0.01%	440
2022 Q1	$7K	Buy	+200	New	+$7.29K	0.01%	434

Other funds holding FDL

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

LPL Financial San Diego, California $445B AUM 25.58% 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

RJFSA

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

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

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

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Strategic Asset Management's FDL Position: Q3 2022 in Review

Strategic Asset Management held its First Trust Morningstar Dividend Leaders Index Fund (FDL) position steady in Q3 2022 at 200 shares worth $6K. The position accounts for 0.01% of the portfolio, ranked #437.

Strategic Asset Management first reported a position in FDL in Q1 2022 and has held it in 3 quarters since. The position peaked at $7K in Q2 2022. 290 funds tracked by Wall St. Rank hold FDL as of Q3 2022.

Strategic Asset Management held 200 shares of First Trust Morningstar Dividend Leaders Index Fund worth $6K as of Q3 2022.
Strategic Asset Management left its First Trust Morningstar Dividend Leaders Index Fund share count unchanged in Q3 2022.
First Trust Morningstar Dividend Leaders Index Fund made up 0.01% of Strategic Asset Management's portfolio in Q3 2022, its #437 holding.
Strategic Asset Management first reported a position in First Trust Morningstar Dividend Leaders Index Fund in Q1 2022 and has held it in 3 quarters since.
Strategic Asset Management's First Trust Morningstar Dividend Leaders Index Fund position peaked at $7K in Q2 2022.
290 funds tracked by Wall St. Rank held First Trust Morningstar Dividend Leaders Index Fund as of Q3 2022.

Based on Strategic Asset Management's 13F filing for Q3 2022, filed 1 Nov 2022.