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

Sunflower Bank’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
Q1 		– Sell
-8,340
Closed -$247K – 208
2020
Q4 		$247K Buy
+8,340
New +$236K 0.04% 167

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UBS Group
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RJFSA
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Ameriprise
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Envestnet Asset Management
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Stifel Financial
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Sunflower Bank's FDL Position: Q1 2021 in Review

Sunflower Bank sold out of First Trust Morningstar Dividend Leaders Index Fund (FDL) in Q1 2021, closing a stake of 8,340 shares — an estimated $247K sold.

Sunflower Bank first reported a position in FDL in Q4 2020 and held it in 1 quarter. The position peaked at $247K in Q4 2020. 204 funds tracked by Wall St. Rank hold FDL as of Q1 2021.

  • Sunflower Bank reported no remaining First Trust Morningstar Dividend Leaders Index Fund position as of Q1 2021 after selling out during the quarter.
  • Sunflower Bank sold 8,340 First Trust Morningstar Dividend Leaders Index Fund shares in Q1 2021, an estimated $247K.
  • Sunflower Bank first reported a position in First Trust Morningstar Dividend Leaders Index Fund in Q4 2020 and held it in 1 quarter.
  • Sunflower Bank's First Trust Morningstar Dividend Leaders Index Fund position peaked at $247K in Q4 2020.
  • 204 funds tracked by Wall St. Rank held First Trust Morningstar Dividend Leaders Index Fund as of Q1 2021.

Based on Sunflower Bank's 13F filing for Q1 2021, filed 13 Sep 2021.