True Capital Management’s First Trust Morningstar Dividend Leaders Index Fund FDL Stock Holding History

True Capital 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
2023 Q1	$557K	Buy	15,681 +275	+2%	+$10.1K	0.38%	58
2022 Q4	$563K	Buy	+15,406	New	+$555K	0.46%	55

Other funds holding FDL

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

M1FG

Mach-1 Financial Group Rogers, Arkansas $284M AUM 20.71% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

True Capital Management's FDL Position: Q1 2023 in Review

True Capital Management increased its First Trust Morningstar Dividend Leaders Index Fund (FDL) stake by 1.8% in Q1 2023, buying an estimated $10.1K and bringing the position to 15,681 shares worth $557K. The position accounts for 0.38% of the portfolio, ranked #58.

True Capital Management first reported a position in FDL in Q4 2022 and has held it in 2 quarters since. The position peaked at $563K in Q4 2022. 357 funds tracked by Wall St. Rank hold FDL as of Q1 2023.

True Capital Management held 15,681 shares of First Trust Morningstar Dividend Leaders Index Fund worth $557K as of Q1 2023.
True Capital Management bought 275 First Trust Morningstar Dividend Leaders Index Fund shares in Q1 2023, an estimated $10.1K.
First Trust Morningstar Dividend Leaders Index Fund made up 0.38% of True Capital Management's portfolio in Q1 2023, its #58 holding.
True Capital Management first reported a position in First Trust Morningstar Dividend Leaders Index Fund in Q4 2022 and has held it in 2 quarters since.
True Capital Management's First Trust Morningstar Dividend Leaders Index Fund position peaked at $563K in Q4 2022.
357 funds tracked by Wall St. Rank held First Trust Morningstar Dividend Leaders Index Fund as of Q1 2023.

Based on True Capital Management's 13F filing for Q1 2023, filed 2 May 2023.