TSS
FDL icon

Two Sigma Securities’s First Trust Morningstar Dividend Leaders Index Fund FDL Stock Holding History

Two Sigma Securities’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 		– Sell
-7,736
Closed -$293K – 3159
2024
Q2 		$293K Buy
+7,736
New +$293K 0.01% 2005
2023
Q4 		– Sell
-6,508
Closed -$218K – 3263
2023
Q3 		$218K Buy
+6,508
New +$226K 0.01% 2247
2020
Q2 		– Sell
-18,690
Closed -$417K – 1571
2020
Q1 		$417K Buy
+18,690
New +$539K 0.04% 696
2017
Q4 		– Sell
-15,443
Closed -$448K – 1854
2017
Q3 		$448K Buy
15,443
+2,808
+22% +$79.7K 0.04% 280
2017
Q2 		$355K Buy
12,635
+4,568
+57% +$130K 0.07% 296
2017
Q1 		$232K Buy
+8,067
New +$230K 0.05% 534

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Wells Fargo
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RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75B AUM 31.89% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
CAG
Csenge Advisory Group Clearwater, Florida $2.18B AUM 16.73% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
RW
Rockport Wealth Fairview Park, Ohio $549M AUM 22.95% 1-Year Est. Return