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

Strategic Investment Solutions’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 Q4	–	Sell	-31,500	Closed	-$1.1M	–	1138
2023 Q3	$1.1M	Buy	31,500 +30,000	+2,000%	+$1.04M	0.01%	305
2023 Q2	$50K	Buy	+1,500	New	+$52K	0.01%	307

Other funds holding FDL

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

RJFSA

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

CAG

Csenge Advisory Group Clearwater, Florida $2.47B AUM 24.93% 1-Year Est. Return

Strategic Investment Solutions's FDL Position: Q4 2023 in Review

Strategic Investment Solutions sold out of First Trust Morningstar Dividend Leaders Index Fund (FDL) in Q4 2023, closing a stake of 31,500 shares — an estimated $1.1M sold.

Strategic Investment Solutions first reported a position in FDL in Q2 2023 and held it in 2 quarters. The position peaked at $1.1M in Q3 2023. 363 funds tracked by Wall St. Rank hold FDL as of Q4 2023.

Strategic Investment Solutions reported no remaining First Trust Morningstar Dividend Leaders Index Fund position as of Q4 2023 after selling out during the quarter.
Strategic Investment Solutions sold 31,500 First Trust Morningstar Dividend Leaders Index Fund shares in Q4 2023, an estimated $1.1M.
Strategic Investment Solutions first reported a position in First Trust Morningstar Dividend Leaders Index Fund in Q2 2023 and held it in 2 quarters.
Strategic Investment Solutions's First Trust Morningstar Dividend Leaders Index Fund position peaked at $1.1M in Q3 2023.
363 funds tracked by Wall St. Rank held First Trust Morningstar Dividend Leaders Index Fund as of Q4 2023.

Based on Strategic Investment Solutions's 13F filing for Q4 2023, filed 13 Feb 2024.