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

Strategic Blueprint’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
2021
Q3 		– Sell
-622
Closed -$21K – 681
2021
Q2 		$21K Buy
+622
New +$21.1K ﹤0.01% 809

Other funds holding FDL

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
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 $109B AUM 21.36% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $7.99B AUM 21.6% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Strategic Blueprint's FDL Position: Q3 2021 in Review

Strategic Blueprint sold out of First Trust Morningstar Dividend Leaders Index Fund (FDL) in Q3 2021, closing a stake of 622 shares — an estimated $21K sold.

Strategic Blueprint first reported a position in FDL in Q2 2021 and held it in 1 quarter. The position peaked at $21K in Q2 2021. 206 funds tracked by Wall St. Rank hold FDL as of Q3 2021.

  • Strategic Blueprint reported no remaining First Trust Morningstar Dividend Leaders Index Fund position as of Q3 2021 after selling out during the quarter.
  • Strategic Blueprint sold 622 First Trust Morningstar Dividend Leaders Index Fund shares in Q3 2021, an estimated $21K.
  • Strategic Blueprint first reported a position in First Trust Morningstar Dividend Leaders Index Fund in Q2 2021 and held it in 1 quarter.
  • Strategic Blueprint's First Trust Morningstar Dividend Leaders Index Fund position peaked at $21K in Q2 2021.
  • 206 funds tracked by Wall St. Rank held First Trust Morningstar Dividend Leaders Index Fund as of Q3 2021.

Based on Strategic Blueprint's 13F filing for Q3 2021, filed 12 Nov 2021.