RAFFA WEALTH MANAGEMENT, LLC’s First Trust Morningstar Dividend Leaders Index Fund FDL Stock Holding History

RAFFA WEALTH MANAGEMENT, LLC’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	-62	Closed	-$2.23K	–	1136
2023 Q4	$2.23K	Sell	62 -506	-89%	-$17.1K	﹤0.01%	583
2023 Q3	$19K	Buy	568 +2	+0.4%	+$69	0.01%	203
2023 Q2	$19.3K	Buy	566 +39	+7%	+$1.35K	0.01%	206
2023 Q1	$18.7K	Hold	527	–	–	0.01%	222
2022 Q4	$19.3K	Buy	+527	New	+$19K	0.01%	209

Other funds holding FDL

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

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 Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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

RAFFA WEALTH MANAGEMENT, LLC's FDL Position: Q1 2024 in Review

RAFFA WEALTH MANAGEMENT, LLC sold out of First Trust Morningstar Dividend Leaders Index Fund (FDL) in Q1 2024, closing a stake of 62 shares — an estimated $2.23K sold.

RAFFA WEALTH MANAGEMENT, LLC first reported a position in FDL in Q4 2022 and held it in 5 quarters. The position peaked at $19.3K in Q4 2022. 362 funds tracked by Wall St. Rank hold FDL as of Q1 2024.

RAFFA WEALTH MANAGEMENT, LLC reported no remaining First Trust Morningstar Dividend Leaders Index Fund position as of Q1 2024 after selling out during the quarter.
RAFFA WEALTH MANAGEMENT, LLC sold 62 First Trust Morningstar Dividend Leaders Index Fund shares in Q1 2024, an estimated $2.23K.
RAFFA WEALTH MANAGEMENT, LLC first reported a position in First Trust Morningstar Dividend Leaders Index Fund in Q4 2022 and held it in 5 quarters.
RAFFA WEALTH MANAGEMENT, LLC's First Trust Morningstar Dividend Leaders Index Fund position peaked at $19.3K in Q4 2022.
362 funds tracked by Wall St. Rank held First Trust Morningstar Dividend Leaders Index Fund as of Q1 2024.

Based on RAFFA WEALTH MANAGEMENT, LLC's 13F filing for Q1 2024, filed 27 Jul 2026.