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

Sunflower Bank 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
2020 Q3	$378K	Sell	14,500 -3,550	-20%	-$94.1K	0.13%	89
2020 Q2	$458K	Sell	18,050 -415	-2%	-$10.3K	0.15%	78
2020 Q1	$412K	Buy	18,465 +365	+2%	+$10.5K	0.16%	79
2019 Q4	$590K	Buy	18,100 +480	+3%	+$15.3K	0.18%	78
2019 Q3	$547K	Sell	17,620 -7,625	-30%	-$233K	0.17%	81
2019 Q2	$773K	Sell	25,245 -115	-0.5%	-$3.47K	0.25%	65
2019 Q1	$765K	Sell	25,360 -5,455	-18%	-$158K	0.23%	66
2018 Q4	$839K	Sell	30,815 -470	-2%	-$13.6K	0.27%	57
2018 Q3	$932K	Hold	31,285	–	–	0.26%	57
2018 Q2	$894K	Buy	31,285 +805	+3%	+$22.9K	0.26%	61
2018 Q1	$860K	Buy	30,480 +1,070	+4%	+$31.5K	0.24%	65
2017 Q4	$885K	Buy	+29,410	New	+$865K	0.24%	64

Other funds holding FDL

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

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Sunflower Bank Wealth Management's FDL Position: Q3 2020 in Review

Sunflower Bank Wealth Management reduced its First Trust Morningstar Dividend Leaders Index Fund (FDL) stake by 20% in Q3 2020, selling an estimated $94.1K and leaving 14,500 shares worth $378K. The position accounts for 0.13% of the portfolio, ranked #89.

Sunflower Bank Wealth Management first reported a position in FDL in Q4 2017 and has held it in 12 quarters since. The position peaked at $932K in Q3 2018. 172 funds tracked by Wall St. Rank hold FDL as of Q3 2020.

Sunflower Bank Wealth Management held 14,500 shares of First Trust Morningstar Dividend Leaders Index Fund worth $378K as of Q3 2020.
Sunflower Bank Wealth Management sold 3,550 First Trust Morningstar Dividend Leaders Index Fund shares in Q3 2020, an estimated $94.1K.
First Trust Morningstar Dividend Leaders Index Fund made up 0.13% of Sunflower Bank Wealth Management's portfolio in Q3 2020, its #89 holding.
Sunflower Bank Wealth Management first reported a position in First Trust Morningstar Dividend Leaders Index Fund in Q4 2017 and has held it in 12 quarters since.
Sunflower Bank Wealth Management's First Trust Morningstar Dividend Leaders Index Fund position peaked at $932K in Q3 2018.
172 funds tracked by Wall St. Rank held First Trust Morningstar Dividend Leaders Index Fund as of Q3 2020.

Based on Sunflower Bank Wealth Management's 13F filing for Q3 2020, filed 23 Oct 2020.