SWM
FDL icon

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

Sugarloaf 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
2024
Q4 		$37.3K Hold
926
– – 0.01% 334
2024
Q3 		$38.9K Hold
926
– – 0.01% 333
2024
Q2 		$35.1K Hold
926
– – 0.01% 330
2024
Q1 		$35.6K Hold
926
– – 0.01% 331
2023
Q4 		$33.2K Hold
926
– – 0.01% 329
2023
Q3 		$31K Hold
926
– – 0.01% 337
2023
Q2 		$31.5K Hold
926
– – 0.01% 341
2023
Q1 		$32.9K Hold
926
– – 0.01% 337
2022
Q4 		$33.9K Sell
926
-69
-7% -$2.49K 0.01% 335
2022
Q3 		$32K Hold
995
– – 0.01% 354
2022
Q2 		$35K Buy
995
+1
+0.1% +$37 0.01% 343
2022
Q1 		$37K Sell
994
-1
-0.1% -$36 0.01% 322
2021
Q4 		$35K Buy
995
+11
+1% +$375 0.01% 341
2021
Q3 		$32K Buy
984
+8
+0.8% +$268 0.01% 342
2021
Q2 		$32K Buy
976
+10
+1% +$340 0.01% 335
2021
Q1 		$32 Buy
966
+6
+0.6% +$186 0.01% 336
2020
Q4 		$28K Buy
960
+11
+1% +$311 0.01% 328
2020
Q3 		$29K Sell
949
-3,733
-80% -$98.9K 0.01% 308
2020
Q2 		$119K Sell
4,682
-25
-0.5% -$622 0.05% 146
2020
Q1 		$105K Sell
4,707
-860
-15% -$24.8K 0.05% 150
2019
Q4 		$181K Buy
+5,567
New +$177K 0.08% 122

Other funds holding FDL

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
RW
Rockport Wealth Fairview Park, Ohio $549M AUM 22.95% 1-Year Est. Return

Sugarloaf Wealth Management's FDL Position: Q4 2024 in Review

Sugarloaf Wealth Management held its First Trust Morningstar Dividend Leaders Index Fund (FDL) position steady in Q4 2024 at 926 shares worth $37.3K. The position accounts for 0.01% of the portfolio, ranked #334.

Sugarloaf Wealth Management first reported a position in FDL in Q4 2019 and has held it in 21 quarters since. The position peaked at $181K in Q4 2019. 405 funds tracked by Wall St. Rank hold FDL as of Q4 2024.

  • Sugarloaf Wealth Management held 926 shares of First Trust Morningstar Dividend Leaders Index Fund worth $37.3K as of Q4 2024.
  • Sugarloaf Wealth Management left its First Trust Morningstar Dividend Leaders Index Fund share count unchanged in Q4 2024.
  • First Trust Morningstar Dividend Leaders Index Fund made up 0.01% of Sugarloaf Wealth Management's portfolio in Q4 2024, its #334 holding.
  • Sugarloaf Wealth Management first reported a position in First Trust Morningstar Dividend Leaders Index Fund in Q4 2019 and has held it in 21 quarters since.
  • Sugarloaf Wealth Management's First Trust Morningstar Dividend Leaders Index Fund position peaked at $181K in Q4 2019.
  • 405 funds tracked by Wall St. Rank held First Trust Morningstar Dividend Leaders Index Fund as of Q4 2024.

Based on Sugarloaf Wealth Management's 13F filing for Q4 2024, filed 10 Jan 2025.