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

Voya Financial 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
2021 Q2	–	Sell	-9,790	Closed	-$321K	–	366
2021 Q1	$321K	Hold	9,790	–	–	0.01%	525
2020 Q4	$287K	Sell	9,790 -8,687	-47%	-$246K	0.01%	524
2020 Q3	$477K	Buy	18,477 +208	+1%	+$5.51K	0.02%	376
2020 Q2	$459K	Sell	18,269 -3,150	-15%	-$78.4K	0.02%	383
2020 Q1	$485K	Buy	21,419 +1,285	+6%	+$37.1K	0.03%	359
2019 Q4	$654K	Sell	20,134 -164	-0.8%	-$5.22K	0.03%	348
2019 Q3	$628K	Buy	20,298 +3,807	+23%	+$116K	0.03%	336
2019 Q2	$500K	Sell	16,491 -46	-0.3%	-$1.39K	0.03%	390
2019 Q1	$496K	Buy	+16,537	New	+$480K	0.03%	375
2018 Q4	–	Sell	-8,561	Closed	-$255K	–	565
2018 Q3	$255K	Buy	+8,561	New	+$252K	0.01%	504
2018 Q2	–	Sell	-7,165	Closed	-$200K	–	558
2018 Q1	$200K	Buy	7,165 +147	+2%	+$4.32K	0.01%	527
2017 Q4	$212K	Buy	+7,018	New	+$207K	0.01%	522
2017 Q3	–	Sell	-9,119	Closed	-$256K	–	538
2017 Q2	$256K	Buy	9,119 +190	+2%	+$5.42K	0.02%	414
2017 Q1	$258K	Buy	8,929 +1,154	+15%	+$32.9K	0.02%	410
2016 Q4	$217K	Buy	+7,775	New	+$211K	0.02%	427

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

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

RJFSA

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

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

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

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

Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Voya Financial Advisors's FDL Position: Q2 2021 in Review

Voya Financial Advisors sold out of First Trust Morningstar Dividend Leaders Index Fund (FDL) in Q2 2021, closing a stake of 9,790 shares — an estimated $321K sold.

Voya Financial Advisors first reported a position in FDL in Q4 2016 and held it in 15 quarters. The position peaked at $654K in Q4 2019. 205 funds tracked by Wall St. Rank hold FDL as of Q2 2021.

Voya Financial Advisors reported no remaining First Trust Morningstar Dividend Leaders Index Fund position as of Q2 2021 after selling out during the quarter.
Voya Financial Advisors sold 9,790 First Trust Morningstar Dividend Leaders Index Fund shares in Q2 2021, an estimated $321K.
Voya Financial Advisors first reported a position in First Trust Morningstar Dividend Leaders Index Fund in Q4 2016 and held it in 15 quarters.
Voya Financial Advisors's First Trust Morningstar Dividend Leaders Index Fund position peaked at $654K in Q4 2019.
205 funds tracked by Wall St. Rank held First Trust Morningstar Dividend Leaders Index Fund as of Q2 2021.

Based on Voya Financial Advisors's 13F filing for Q2 2021, filed 16 Aug 2021.