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VitalStone Financial’s First Trust Morningstar Dividend Leaders Index Fund FDL Stock Holding History

VitalStone Financial’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
-466
Closed -$17K – 512
2023
Q4 		$17K Hold
466
– – 0.01% 239
2023
Q3 		$15K Buy
+466
New +$16.2K 0.01% 214

Other funds holding FDL

LPL Financial
LPL Financial San Diego, California $377B 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 $530B 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 $432B AUM 30.22% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B 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

VitalStone Financial's FDL Position: Q1 2024 in Review

VitalStone Financial sold out of First Trust Morningstar Dividend Leaders Index Fund (FDL) in Q1 2024, closing a stake of 466 shares — an estimated $17K sold.

VitalStone Financial first reported a position in FDL in Q3 2023 and held it in 2 quarters. The position peaked at $17K in Q4 2023. 362 funds tracked by Wall St. Rank hold FDL as of Q1 2024.

  • VitalStone Financial reported no remaining First Trust Morningstar Dividend Leaders Index Fund position as of Q1 2024 after selling out during the quarter.
  • VitalStone Financial sold 466 First Trust Morningstar Dividend Leaders Index Fund shares in Q1 2024, an estimated $17K.
  • VitalStone Financial first reported a position in First Trust Morningstar Dividend Leaders Index Fund in Q3 2023 and held it in 2 quarters.
  • VitalStone Financial's First Trust Morningstar Dividend Leaders Index Fund position peaked at $17K in Q4 2023.
  • 362 funds tracked by Wall St. Rank held First Trust Morningstar Dividend Leaders Index Fund as of Q1 2024.

Based on VitalStone Financial's 13F filing for Q1 2024, filed 6 May 2024.