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

Tradition 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
Q1 		– Sell
-1,485
Closed -$53K – 652
2023
Q4 		$53K Buy
1,485
+16
+1% +$542 0.01% 614
2023
Q3 		$49K Sell
1,469
-281
-16% -$9.74K 0.01% 608
2023
Q2 		$60K Buy
1,750
+13
+0.7% +$450 0.01% 583
2023
Q1 		$62K Buy
1,737
+376
+28% +$13.8K 0.01% 560
2022
Q4 		$50K Buy
1,361
+372
+38% +$13.4K 0.01% 525
2022
Q3 		$32K Buy
989
+207
+26% +$7.39K ﹤0.01% 635
2022
Q2 		$28K Buy
782
+6
+0.8% +$225 ﹤0.01% 582
2022
Q1 		$29K Buy
776
+9
+1% +$328 ﹤0.01% 635
2021
Q4 		$27K Buy
767
+7
+0.9% +$239 ﹤0.01% 667
2021
Q3 		$25K Buy
760
+8
+1% +$268 ﹤0.01% 669
2021
Q2 		$25K Buy
752
+5
+0.7% +$170 ﹤0.01% 700
2021
Q1 		$24K Sell
747
-691
-48% -$21.4K ﹤0.01% 597
2020
Q4 		$43K Buy
+1,438
New +$40.6K 0.01% 437

Other funds holding FDL

LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75B AUM 31.89% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CAG
Csenge Advisory Group Clearwater, Florida $2.18B AUM 16.73% 1-Year Est. Return