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Sweet Financial Partners’s First Trust Morningstar Dividend Leaders Index Fund FDL Stock Holding History

Sweet Financial Partners’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
Q3 		$223K Hold
5,319
– – 0.05% 183
2024
Q2 		$202K Hold
5,319
– – 0.05% 185
2024
Q1 		$205K Buy
+5,319
New +$195K 0.05% 188
2022
Q2 		– Sell
-5,478
Closed -$205K – 175
2022
Q1 		$205K Buy
+5,478
New +$200K 0.05% 163

Other funds holding FDL

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
CAG
Csenge Advisory Group Clearwater, Florida $2.47B AUM 24.93% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
RW
Rockport Wealth Fairview Park, Ohio $595M AUM 23.65% 1-Year Est. Return

Sweet Financial Partners's FDL Position: Q3 2024 in Review

Sweet Financial Partners held its First Trust Morningstar Dividend Leaders Index Fund (FDL) position steady in Q3 2024 at 5,319 shares worth $223K. The position accounts for 0.05% of the portfolio, ranked #183.

Sweet Financial Partners first reported a position in FDL in Q1 2022 and has held it in 4 quarters since. 372 funds tracked by Wall St. Rank hold FDL as of Q3 2024.

  • Sweet Financial Partners held 5,319 shares of First Trust Morningstar Dividend Leaders Index Fund worth $223K as of Q3 2024.
  • Sweet Financial Partners left its First Trust Morningstar Dividend Leaders Index Fund share count unchanged in Q3 2024.
  • First Trust Morningstar Dividend Leaders Index Fund made up 0.05% of Sweet Financial Partners's portfolio in Q3 2024, its #183 holding.
  • Sweet Financial Partners first reported a position in First Trust Morningstar Dividend Leaders Index Fund in Q1 2022 and has held it in 4 quarters since.
  • 372 funds tracked by Wall St. Rank held First Trust Morningstar Dividend Leaders Index Fund as of Q3 2024.

Based on Sweet Financial Partners's 13F filing for Q3 2024, filed 16 Oct 2024.