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VWA
V Wealth Advisors’s
First Trust Morningstar Dividend Leaders Index Fund
FDL
Stock Holding History
V Wealth Advisors’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
2022
Q4
–
Sell
-11,002
Closed
-$353K
–
375
2022
Q3
$353K
Buy
+11,002
New
+$393K
0.07%
256
2019
Q3
–
Sell
-8,032
Closed
-$247K
–
305
2019
Q2
$247K
Sell
8,032
-131
-2%
-$3.96K
0.09%
222
2019
Q1
$247K
Sell
8,163
-4,875
-37%
-$141K
0.1%
206
2018
Q4
$365K
Sell
13,038
-10
-0.1%
-$290
0.19%
136
2018
Q3
$387K
Sell
13,048
-4,148
-24%
-$122K
0.18%
142
2018
Q2
$502K
Sell
17,196
-4,846
-22%
-$138K
0.28%
96
2018
Q1
$609K
Buy
22,042
+3,185
+17%
+$93.6K
0.33%
87
2017
Q4
$574K
Buy
18,857
+824
+5%
+$24.2K
0.29%
91
2017
Q3
$522K
Buy
18,033
+2,166
+14%
+$61.5K
0.26%
91
2017
Q2
$445K
Buy
+15,867
New
+$453K
0.21%
101
Other funds holding FDL
AWA
Arete Wealth Advisors
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$1.33B AUM
25.12%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
LPL Financial
San Diego, California
$376B AUM
19.32%
1-Year Est. Return
Wells Fargo
San Francisco, California
$501B AUM
22.01%
1-Year Est. Return
Ameriprise
Minneapolis, Minnesota
$431B AUM
30.22%
1-Year Est. Return
Bank of America
Charlotte, North Carolina
$1.37T AUM
24.88%
1-Year Est. Return
UBS Group
Zurich, Switzerland
$564B AUM
30.12%
1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors
St. Petersburg, Florida
$75B AUM
31.89%
1-Year Est. Return
RJA
Raymond James & Associates
St Petersburg, Florida
$164B AUM
33.91%
1-Year Est. Return
Osaic Holdings
Scottsdale, Arizona
$68.3B AUM
20.5%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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