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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B 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 $85.1B AUM 27.35% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

V Wealth Advisors's FDL Position: Q4 2022 in Review

V Wealth Advisors sold out of First Trust Morningstar Dividend Leaders Index Fund (FDL) in Q4 2022, closing a stake of 11,002 shares — an estimated $353K sold.

V Wealth Advisors first reported a position in FDL in Q2 2017 and held it in 10 quarters. The position peaked at $609K in Q1 2018. 358 funds tracked by Wall St. Rank hold FDL as of Q4 2022.

V Wealth Advisors reported no remaining First Trust Morningstar Dividend Leaders Index Fund position as of Q4 2022 after selling out during the quarter.
V Wealth Advisors sold 11,002 First Trust Morningstar Dividend Leaders Index Fund shares in Q4 2022, an estimated $353K.
V Wealth Advisors first reported a position in First Trust Morningstar Dividend Leaders Index Fund in Q2 2017 and held it in 10 quarters.
V Wealth Advisors's First Trust Morningstar Dividend Leaders Index Fund position peaked at $609K in Q1 2018.
358 funds tracked by Wall St. Rank held First Trust Morningstar Dividend Leaders Index Fund as of Q4 2022.

Based on V Wealth Advisors's 13F filing for Q4 2022, filed 20 Jan 2023.